Impact Financial Planners

Sustainable, Responsible, Impact Investing (SRI)

Fee Only (Fiduciary) Financial Advisors specializing in SRI

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)

These are the three components of SRI that allow socially conscious investors to invest in-line with their values.

Screening

using positive and negative filters to select investments (avoid or include investments)

Shareholder Advocacy

Using the rights of a shareholder to influence the direction of business

Community Investing

Providing credit, equity, capital, and basic banking products to people who otherwise would not have access

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 and/or industries
  • A tool to make change in society
  • 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 comprehensive financial planning services. We are bound by a fiduciary duty. We work with clients on:

Investment Management

Retirement Planning

Tax Planning

Estate Planning

Insurance Analysis

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

We use sustainable, responsible, impact investments in the form of mutual funds, ETFs, and separately managed accounts (SMA).

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

Where have you seen Impact Financial Planners – fee only (fiduciary) financial planners

Investment Pillars

N

Diversification

N

Strategic Rebalancing

N

Low Expenses

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Tax Minimization / Deferral

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In-line with your values