Certified Financial Planner™Practitioner, Accredited Investment Fiduciary™
Communitas Financial Planning
As someone deeply committed to social justice and sustainability, I help clients develop clear, disciplined financial strategies that incorporate their social and political values every step of the way. I partner with individuals, small businesses, and non-profit organizations to make money and finance accessible and understandable.
Complimentary Financial Review
I offer a no-cost, no-obligation introductory meeting for us to learn more about one another. The primary goal is to share and understand expectations for the planning relationship, and to review your financial goals and social values. We'll have an honest discussion of what SRI is and isn't, and then start to sketch a plan to move forward together.
Financial Planning and Investment Advice
We may partner on one or many of a broad array of topics, question and issues, from the basics of investing and asset allocation to more holistic investment and financial planning strategies. Services include:
Fees and Compensation
Investments and finance are constantly evolving. Participating in the myriad networks committed to socially responsible and sustainable investing is one way that I keep my skills and knowledge fresh.
I volunteer with and financially support a variety of progressive organizations and campaigns in the Bay Area, including People Organized to Win Employment Rights (POWER), Left Turn, Global Exchange, and Green for All. I believe strongly in economic, racial and environmental justice, which are at the forefront of efforts to create a sustainable and just world where people matter as much as profits do.
I really enjoy reading non-fiction, strength training, dancing, playing bass, and messing with computers to make them do what I want. And since I learned by asking tons of questions, I like to share that computer experience, which means clients can contact me for their emergency backup tech support needs.
©2018 Folio Financial, Inc. All rights reserved. Discretionary investment advisory and model management services are provided by First Affirmative Financial Network, LLC, a registered investment advisor (SEC# 801-56587) that specializes in sustainable, responsible, impact investing.