SUSTAINABLE YOU
Sustainability starts with you, a sustainable you. When you have a financial plan that is risk-assessed and value-based, you live with a greater sense of security. This enables you to be more confident in taking care of your today as well as your tomorrow. You are living from a more peaceful space, a space from which to vision a more sustainable world.
SUSTAINABLE INVESTING
A sustainable investment has an SRI/ESG rating (Socially Responsible/Environmental, Social & Governance). The SRI/ESG rating provides the data to discern the level of commitment an investment or company has to social conscious principles. Consideration is given to the environment in which companies do business, the impact these companies have on the social fabric where they do business, and whether they choose leadership and board members who come from diverse communities. As socially conscious investors demand more transparency from companies, our hope is that sustainable investing will one day be the status quo.
SUSTAINABLE LEGACY
A sustainable legacy starts with the decisions you make today; how you care for yourself, invest your money, and think about the future. It includes philanthropic decisions regarding the transfer of your values and wealth to family members, organizations, and the causes that you cherish most. A comprehensive plan that includes your vision of your legacy provides the platform for you to think beyond this moment, towards future generations.
