Where do you want to go? We'll get there – together.
Our vision is to provide customized sustainable financial planning
for the good of all people, communities, and our Earth.
Our mission is to help people set and meet financial goals in alignment with their values.
We specialize in socially responsible, impact, and environmentally conscious investing.
Our priority is helping you take care of yourself and your family in ways that align with your values. We want to learn more about your values, identify your dreams and goals, and understand your risk tolerance in order to provide you with a customized, comprehensive financial plan. Relationships are the cornerstone of our success.
BFA™ The importance of Behavioral Financial Advice and understanding the Emotions of Investing is a key component of comprehensive financial planning. The brochure linked above addresses the process we use and why Dave became a Certified Behavioral Financial Advisor™.