Money With A Mission Team
CurrentWe believe that fee-only socially responsible asset management and comprehensive financial planning are the core ways to connect your values and your financial life. On the investment side, we do this by helping you manage investments using environmental and social screens, as well as financial risk and return analysis. On the financial planning side, we provide a comprehensive overview that outlines your risks and opportunities, as well as ways that you can integrate your values deeper into your financial life.