Impact Financial Planners

Sustainable, Responsible, Impact Investing (SRI)

an investment strategy seeking to maximize both financial return and social good

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Sustainable, Responsible, Impact Investing

You can make a positive impact through your investments without sacrificing financial return – through screening, shareholder advocacy and community investing.

Fee-Only Fiduciaries

Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.

Comprehensive

We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage.

Sustainable, Responsible, Impact Investing (SRI)

an investment strategy seeking to maximize both financial return and social good

 

The three components of SRI: screening, shareholder advocacy, and community investing

  • Screening – using positive and negative filters to select investments (avoid or include investments). Positive and/or negative screening can be accomplished using:
  • Shareholder Advocacy – shareholding involvement (as an individual, through a mutual fund, or foundation). Voting proxies for shareholder resolutions or choosing mutual funds that vote in line with your values.
  • Community Investing – providing money for people who otherwise would not have access to help close the wealth disparity. This can be as simple as using a credit union that is member owned instead of a shareholder owned bank that is driven by profit.

Socially Responsible Investing

Sustainable, Responsible, Impact Investing

Sustainable Investing

Ethical Investing

Double Bottom Line Investing

Impact Investing

Green Investing

ESG Investing

Motivation For Sustainable, Responsible, Impact Investing

  • Avoid undesired Companies
  • Tool to make change in society (in addition to politics)
  • Address a specific issue

Examples of Core Issues

climate change

Corporate Political Spending

Military and Weapons Production

Board Diversity

Global Labor Standards

Animal Welfare

Some of the SRI investment management firms that our network of advisors works with include:

We offer fee only fiduciary comprehensive financial planning services. We use sustainable, responsible, impact investments in the form of mutual funds, ETFs, and separately managed accounts (SMA). In addition to investment management, we work with clients on:

  • Asset Review and Management
  • Retirement-Spending Planning
  • Tax Planning
  • Insurance Review
  • Estate Planning

We are compensated only by their clients (no commissions, no product sales) on an assets under management, hourly, or fixed fee basis.

We work with clients in person in Los Angeles, CA; Tucson, AZ; other locations that we travel to; or virtually.