Monthly Archives: December 2015

Socially Responsible Investing (SRI): What is it?

Socially responsible investing (SRI) has its deepest roots in the huge social changes that began in the 1960s. Along with the beginnings of the environmental movement spurred by Rachel Carson’s Silent Spring, there were huge changes in civil rights, women’s rights, and organized labour.
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What does financial planning cost?

Most people I have worked with would be reluctant to shell out a few thousand dollars to have a financial planner draft a plan. That's why I work the way I do. Our initial meetings? No cost. My plan? No cost. My advice? No cost.
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The Financial Planning Process

As a financial planner and CERTIFIED FINANCIAL PLANNER® professional, I follow the Financial Planning Standards Council (FPSC) planning process. FPSC says: "Financial planning is a broad, comprehensive process. It’s this big picture approach that sets qualified financial planners like CFP® professionals apart from all other financial advisors who may have been trained to focus only on one aspect of your finances."
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