Do you know the environmental, social, and governance costs of your rise in wealth?



Maybe it's their policies on the Earth or things they have or haven't done.

Have you been investing in companies that don't make you feel good?

Make more money, plus feel better about it.

We can help you change that with smart, conscious investing.

Instilling Genuine Awareness

Weakening Risk

Gathering & Growing Resources

Conserving Resources

Cultivating Success

Preserving Legacy

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Comprehensive Financial Planning Services & Educational Resources

Our Services

Do It Yourself Financial Planning

Do It Yourself Financial Planning

Ready to start investing, but would rather DIY your financial planning? Welcome to the Conscious Impact Financial Academy Become an expert on your own financial story with our financial education …

Comprehensive Financial Planning

Comprehensive Financial Planning

Aligning First-Hand Knowledge With in-depth expertise. At CI Financial Planning, we are interested in you more than we are your assets. We want to work side by side with people …

For Employers: Financial Wellness Benefits

For Employers: Financial Wellness Benefits

Our tax-deductible financial wellness programs help employees learn about budgeting and finance. We’ve seen this type of helpful comprehensive education both improve employee job satisfaction and retention. Contact us for …

Prosperity with a Conscience

Create a legacy that you can be proud of.

Let us help you navigate the maze.

Schedule an Initial Guidance Virtual Meeting