Located in beautiful Boise, Idaho I work with clients throughout the United States who want to manage their finances in line with their goals and values. I provide fee-only financial planning and socially responsible investment management. "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 an Accredited Investment Fiduciary AIF® and a candidate for CERTIFIED FINANCIAL PLANNER™ certification. I am a member of the National Association of Personal Financial Advisors (NAPFA) and uphold the Fiduciary Oath.

Mission

• To help individuals, couples, and families align their financial lives with their goals, priorities, and values.

Beliefs

• 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.