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...
Generosity
A Spirit of Abundance
Social Concern
Gratitude
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.
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.
Debbie Gallant is a contributor to several publications. Click the logos below to read more.
