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Pairing World-Class Service

With down-to-earth conversations.

What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today.

Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business. Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

Click on the photo to learn about each of our staff.

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Meghan Lape-Lefevre


Contact her directly: meghan@cifinancialplanning.com

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My journey in finance started just after my transition becoming a military spouse. Having to move every three years, it was difficult to reinvent yourself and find new employment each and every time you were assigned somewhere new. Over the years I have done everything from teaching high school mathematics to preparing taxes and financial counseling, the latter of which I was happy to make my career.

After an excruciating divorce, I was forced to reevaluate all aspects of myself.  I realized that I was not content simply doing financial counseling. As a counselor, there are strict limitations and I could not act as a financial advisor or financial planner in any way. Being frustrated by this limitation made it clear that financial planning is my true calling. 

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What interested you in socially responsible investing?
In a world inundated with negative news, it is almost impossible to find the good. You can find lots of negative press and company boycotts, but you never see an effort to find those that are working hard to create value without consequences. I wanted to be able to vote with my dollar and support more of what I want to see in the world.  

What made you decide to start your own firm?
Currently, values based advising is only a small niche of the financial industry. I knew if I had a hard time finding a values based adviser, other people must be too.  Being one takes a lot of time and commitment, so I figured that if I could find like minded people willing to pay for the ongoing service, I could spend my time becoming an expert in this field and gladly provide them with the quality services they were seeking.

If you only had one piece of advice to give to clients, what would it be?
You can't be in control of everything all the time. It's like my hair- I can do my best to nurture and maintain it, but it is still going to do exactly what it wants to do. The stock market can be the same way, we handle it to the best of our knowledge, but ultimately it has a character of its own.

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Could this be you?

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At Conscious Impact, we understand that it takes a village to bring our mission to life. Whether your capabilities lend well to research, financial planning, or simply promotion and referrals, we could use your talent. Email us at Careers@CIFinancialPlanning.com and let us know the value you can bring to our team or the contributions you can make to our mission. We look forward to hearing from you and hopefully growing with you!