Located in beautiful Boise, Idaho, I provide fee-only financial planning and socially responsible investment management. I help people align their financial lives with their goals, priorities and values. "Fee-only" means that I earn no commissions on any products or referrals. Socially responsible investing is also known as "sustainable investing" and green investing. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary. I am a member of the National Association of Personal Financial Advisors and uphold the Fiduciary Oath.
- To help individuals, couples, and families manage their personal finances so they are comfortable with where they are, where they are going, and what their money is doing.
- Personal wealth and security are much more than income and assets.
- People can earn competitive returns by investing in enterprises that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, and produce safe and useful products.
- Individuals and families need access to affordable financial planning services and advice to meet their goals and secure their future.