…to have financial well-being in line with your values.
…to invest capital in people who can use it to change their lives.
…to leave a legacy of justice and sustainability for future generations.
…to know that both your financial concerns and life values are heard.
…for you to choose what to invest in and what not to invest in.
WITH JUST MONEY ADVISORS, IT’S POSSIBLE.
DOES THIS SOUND LIKE YOU?
The clients at Just Money Advisors tend to be people of deep commitments, people who work for peace, look for ways to create more justice in the world, make choices that minimize their negative environmental impact. They come to the financial planning process with strongly held values that they want to apply to their financial lives.
But they also hold strong commitments to the financial well-being of themselves and their families. They want to make the most of their incomes with good tax planning. They want to finance their children’s college educations in a smart, ethical way. They want to manage their retirement wisely.
What’s the number one thing we as consumers can do to make the most difference for people and planet? Intentionally choose where we bank. After assessing thousands of companies, The Better World Shopping Guide* ranks changing where we bank as the number one consumer decision we can make to contribute to a better world. WhoContinue reading “Better Banking”
Walking the Talk: JMA’s environmentally sustainable business practices At Just Money Advisors, client portfolios are actively screened for environmental sustainability, aligning assets with clients’ imperatives to do what they can to mitigate climate change and to participate in growing efforts to regenerate soil, protect and conserve water, and support renewable energy sources. But how, oneContinue reading “Walking the Talk”
A useful investment tool is being twisted beyond its original purpose, to the detriment of nonprofits and all the people and causes they serve. A donor-advised fund (DAF) can be a handy tool for giving away money in a particular tax year but delaying the choice of which 501(c)(3) will receive the funds. A donorContinue reading ““Donated” but Not to Nonprofits”