It is possible
aligned with your values.
I’m an investment advisor with a mission to help women confidently align their money with their personal values.
I support my progressive minded clients in their money lives with my Smart and Soulful Money® approach, because you do not have to choose one or the other: you can make smart and aligned investment choices based on your values and what matters to you in the world.
I'm a Socially Responsible Investment Advisor and CERTIFIED FINANCIAL PLANNER™ professional.
As a part of the pioneering SRI / Impact Investing firm, Natural Investments, I'm an Independent fee-only investment advisor and fiduciary.
It’s important for me to create a comfortable, shame-free and judgment-free space to support clients to have what can be challenging money conversations so they are truly able to do the work they want to do in their money life.
My clients have experienced sudden changes involving money—an inheritance from a loved one, a divorce, the loss of a spouse, for example—which can bring surprising and unique types of challenges. It's important for them to have someone like myself who is experienced in helping women navigate these challenges, as well as the opportunities that may come with them.
My clients are women who want to honor those loved ones in the action they take with that money. At the same time, they need to be able to honor themselves: who they are and what matters to them.
I believe that the world is better when women are able to Empower their Money for GOOD – in their lives and in the bigger world.
Through our work together, they feel more confident to engage with their money with clarity and purpose and have support in understanding how to bring their values into their money life.
If this resonates with you, I invite you to reach out to me.
Please use the contact form below, which comes straight to my inbox.
I’ll get back to you soon, and we'll set a time to talk more.
If you'd like to learn more about Natural Investments, the firm that Carrie is a part of, you can read more here.
Services Provided: Investment Portfolio Management & Financial Planning ($1 million minimum)
If working with me isn't the right fit, please refer the the Natural Investments Advisors list to explore other options.