Current Offerings

Wealth Accumulation Plan
Social and Environmental Accountability Investing Education
Social and Environmental Accountability Portfolio Evaluation (Personal portfolios only)
Retirement Income Planning and Distribution
Risk Evaluation of Financial Plan
Risk Mitigation Plan Development
Tax Planning
Financial Behavior Coaching
Small Business Advanced Tax Strategy
Small Business Succession/Transition Planning
Innovative Wealth Accumulation Mapping and Project Management

What's Next?

Social and Environmental Accountability Studies (Institutional Clients and Nonprofit Boards)
Fundraising Coaching for Nonprofit Organizations
501(c)3 and 501(c)4 Creation and Coaching
Advanced Tax Strategy and Business Succession Planning and Project Management