WHAT WE DO
How we can help you integrate your values with your financial life
Through Natural Investments we can bring your investments in line with your social and ethical values. For over 25 years we have specialized in fossil fuel free, socially responsible and impact investing.
We take a holistic approach to your financial life. Work with us to create a financial roadmap to reach your goals. Whether this means address estate planning issues, insurance reviews, or creating a roadmap for the financial life you want.
We believe transparency is critical for a good relationship. We are fee-only advisors which means we don't sell anything on a commission. The fees you see below are the only way we are compensated.
Socially Responsible and Impact Investing
Minimum: $500,000 per household
Under $1,000,000 is 1.0% annually
$1,000,000 - $3,000,000 is 0.9% annually
Over $3,000,000 is 0.8% annually
Financial Planning and Coaching
More than just a plan
Our financial planning and coaching services are designed not just to develop a plan but help you implement it. We want to help create the right road map for your finances and then become a coach to help you achieve those goals.
We will hold a complimentary half hour conversation to gauge where you are in the planning process and the scope of work that is needed. After that we will present a proposal for a comprehensive financial plan which will cost $2,500-$5,000.
In very limited situations we can advise on a specific project for an hourly fee of $250/hour. Typically this is around one issue such as launching a business etc.