Broker Check


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.

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.