As you go the way of life, you will see a great chasm.

Jump. It is not as wide as you think.

                                                   - Native American saying

News and Resources


Most Recent Press Citations

  1. ‣Registered Rep, “Advisors Use More Visual Tools with Clients” -- June 2011

  2. ‣Registered Rep, “Coming Into Money: Advisors Should Anchor Clients” -- May 2011

  3. ‣Financial Times, FTfm, “Big Brokerages Must Work to Embrace Microfinance” -- August 2010

  4. ‣Bankrate.com, “4 Tips for Single, Female Homebuyers” -- April 2010

  5. ‣NAPFA Advisor, “The “I” in Community Investing” -- March 2010

  6. ‣Financial Advisor, “Small loans, Big Impact” -- March 2010

  7. ‣Spirituality & Health, “Zenvesting Tips for Budgets, Time, Money and the Three 10%” -- February 2010

  8. ‣New York Times, “Rules Ease Roth Conversions, but Benefits Vary” -- January 2010

  9. ‣Investment Advisor, “Putting SRI into Practice” -- December 2009


Speaker at Local Organizations

  1. ‣Advanced Energy -- “Socially Responsible Investing 101”

  2. ‣Traction -- “Socially Responsible Investing 101”

  3. ‣RTI -- “Investing in the Stock Market versus Real Estate”


Interesting Links

  1. ‣NAPFA Planning Perspectives - free, quarterly e-newsletter

  2. ‣NAPFA Consumer Webinar series - free, monthly webinars about financial planning topics

  3. ‣Directions for Women - empowering, educating, and engaging women in the management of their personal finance

  4. ‣Behavior Gap - Carl Richards explores the investor behavior through sketches

  5. ‣College Board - all-around resources related to planning for, applying to, and paying for college

  6. ‣Saving for College - resource for information on 529 plans

  7. ‣Collaborative Divorce - learn more about collaborative divorce and find an attorney

  8. ‣Moving Forward on Your Own - a financial guidebook for widows

  9. ‣Social Security - estimate your benefit online

  10. ‣Annual Credit Report - request your free annual credit report from 3 reporting agencies

  11. ‣Bankrate’s credit card calculator - how much is the minimum credit card payment costing you?

  12. ‣Skype - free download to get started using Skype video

  13. ‣National Green Pages - directory of products and services for people and the planet

Unique Value

Financial Planning

Socially Responsible Investing

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