We Help People Live Well While Doing Good. 

Financial Planning & Investment Management

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Don’t Just Build Wealth...

We help socially responsible individuals use their resources in the most effective way possible so that they can live well while doing good.

- Do you ever wonder if you could be doing more for your family and others in a way that does not reduce the wealth you’ve earned thus far?

- Have you ever worried that you’re not stewarding your resources in a way that maximizes their impact on your life and on those around you?

- Are you concerned about injustice and inequality in its many forms and desire to make a positive difference, even if only for one other person?

- Are you hoping to leave this world better than you found it?

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A Trusted Guide On Your Financial Journey

We understand these concerns and aspirations because, for over 35 years, our founder Debbie Gallant has been working to create a positive impact on the world through social justice, ethical investing, and responsible stewardship of resources. That’s why we’ve gone through the rigorous review process and implemented the high standards necessary to earn the status of a registered B corporation. It’s a part of our commitment to transparency and accountability. And, why we serve clients that share a commitment to balance profit with purpose. 

You'll work with our team of three women CERTIFIED FINANCIAL PLANNER™ professionals.

We've have been guiding hard-working, philanthropic individuals to secure financial futures that provide for their needs for over a decade. Along the way, we've seen that a successful financial plan can reduce stress and contribute to a sense of greater meaning.

In the 14 years since we’ve started serving clients, we've discovered that we work best with those that share our values...

A Spirit of Abundance
Social Concern

If these values resonate with you, we might be a good fit for your financial planning needs.

Schedule call today so we can learn more about your goals and concerns.

Explore Our Services

We create strategies that are tailored to your needs and goals.

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Get To Know Our Team

Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Get More Of What You Want From Life

This isn’t about telling you what you should do or lecturing you about your financial past or future, our goal is to help you make better financial decisions so that you can use your wealth to get more of what you want from your life.

That starts with listening to how you think and feel and identifying goals that matter to you. From there, we work as your fiduciary to give objective recommendations in your best interest.

Financial Planning Solutions

Financial Planning Solutions

Your financial life is complicated, and you’re busy. Even if you had the time to do your own financial planning and money management, figuring out your finances without serious expertise can feel overwhelming if not impossible to do alone.

But you don’t have to do it yourself. That’s what we’re here for. We’ll take the burden off your shoulders and make sure you not only have a sound plan, but also a safe space in which to share your thoughts, concerns, questions, and hopes for your money.

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Debbie Gallant is a contributor to several publications. Click the logos below to read more.


Memberships and Alliances