Investment Management

One of our primary responsibilities is Investment Management. A key component of any financial plan is creating and following a strategy to ensure investments grow to meet future needs.

Impact Financial Planners takes a holistic approach to understanding each client’s needs, goals, and constraints. We consider your time horizon and risk tolerance to design a custom portfolio for each client. As part of our ongoing management we will adjust your plan to account for life events that may have an impact on future plans.

Impact Financial Planners manages assets at Charles Schwab & Co Inc and Folio Investing. We get daily updates as to what is happening in each account. We manage non-discretionary accounts – meaning we will make recommendations but not trade until we have your approval.

We are fee only financial advisors, so we do not get any commissions and we do not sell any products.

We use institutional shares for many investments to minimize the expense ratio and improve returns for clients.