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investing,
financial services, & minimums
client
documents
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planning & minimum engagements
fees
for advisory services
being a good client
avoiding
identity or investment frauds
meeting
& working with financial advisors
referrals
to other professionals
sri
readings & publications
personal
finance resources
responsible
philanthropy
referring
people to us
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directions
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| | Referrals
For services that you might be in need of but that our
office does not specialize in, we provide referral to
other professionals and resources. For example:
- Career counseling
- Counseling, clinical social work, or psychotherapy around money
issues
- Personal organizing and bookkeeping services
- Legal, estate planning, and related
- Accounting and tax services and advice
- Life, disability, long term care insurance
Referral Benefits
-
We rely on our own and our clients' experiences in deciding which of
these other services to refer you to. Your feedback to us
about your experience with other professionals is valuable and might
help other clients in the future.
- Any fee sharing arrangements with other professionals are
fully disclosed.
- This referral service could save you time when selecting other
professionals.
Anything Else?
- Just ask! We would be thrilled to
help you with that special request or project (within reason
of course). It never
hurts to ask.
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info, requests, and contacts
Community
Investing Achiever in the Social
Investment Forum 1% For Community investment campaign since 2002.
Calvert
Foundation Advisor of the Year in 2004.
Learn more!
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