Sasha

Biggest Concerns: That the investment choices she makes will go towards the profits of companies she doesn’t support.

Objective: Find investment options that exclude companies focused on tobacco, alcohol or firearms.

Priorities: Implement the new plan as soon as possible and continually monitor the investments to make sure they adhere to her values.

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Chose Your Own Values

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Taking Action

During the first few weeks of Sasha's relationship with Clearview Financial Partners, she'll work with her advisor to create a customized financial plan focusing on her social values. They'll spend time together and outline their financial information: Income, expenses, annual retirement contributions, social security benefits, account values, home values, debt and more. 

Sasha's planning requires special detail and a unique approach to finding investments that work. That's why Sasha's advisor will work closely with her to discuss the pros and cons of her unique investment philosophy.

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