Financial Advisors & Planners

Financial Advisors and Planners | Credit: Helloquence on Unsplash

Includes individual practitioners; groups; CPAs

Company

Required:

  • Business core purpose includes a “green” business function.
  • Social and environmental mission and vision statement for your business on website.

Services

Required:

  • Use some combination of positive and negative screening on social and environmental issues, community development investing and helping clients with shareholder action.
  • Educates clients about SRI options and impact regularly.
  • Actively keeps abreast of developments in SRI/ impact investing.

Preferred:

  • Strong expertise in fossil fuel free investing and other environmental issues.
  • Participation in investor coalitions addressing environmental impacts of finance. 
  • Member or affiliate of First Affirmative Financial Network, Progressive Asset Management, Natural Investments or the US Social Investment Forum.
  • Strong expertise in community development investing.

Company Employment:

Required:

  • Employees have access to family friendly benefits including high-quality health insurance, sick days, paid parental leave and childcare help.
  • Offer a flexible workplace culture that encourages work/life balance and makes reasonable accommodations for telecommuting and flex schedules.
  • Pays a wage that ensures employees well-being.
  • Has an established non-discrimination policy and procedure, and ensures an inclusive workplace culture.
  • Governs fairly and in a transparent manner. Is open to employee input. Has a whistle blower protection policy in place.

Preferred:

  • Living wage is paid.
  • Has an established program that invests in employee growth and development.

Education:

Required:

  • Use transparent and truthful marketing.
  • Advocate for green business practices in your industry.
  • Established program for receiving input from both internal and external stakeholders.

Preferred:

  • Actively seeks feedback from industry peers and participates in industry associations and mentor programs.
  • Participation in investor coalitions addressing social and economic equity
  • Member or affiliate of First Affirmative Financial Network, Progressive Asset Management, Natural Investments or the US Social Investment Forum

Green Office/Facility

Required:

  • HVAC system well-maintained, building well-insulated, and smart and efficient climate control employed.
  • System in place for reducing electricity consumption from lighting and electronics.
  • Use of Energy Star rated appliances and CFL/LED light bulbs in office.
  • Use of 100% post-consumer recycled, Chlorine Free paper in the office and in all envelopes, marketing, and print materials.
  • Systems in place for reducing paper use such as electronic processes, printers set with double sided printing as the default, and more.
  • Use of only non-toxic cleaning and pest control products.
  • Maximum amount of waste is reused or recycled including paper, plastic, metals, glass, electronics, and printer ink cartridges.
  • Action on clean energy such as purchase of Renewable Energy Certificates (RECs) or use of on-site clean energy.
  • Compost all food waste.
  • Landscaping done with sustainability in mind, especially considering runoff and stormwater management.
  • Only fair trade and USDA certified organic coffee and tea served in the office.
  • Use of green or local caterers for events.
  • Use of a certified E-Steward for electronics recycling.