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Conscious Impact Financial Planning
  • Work With Us
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Author: Conscious Impact Financial Planning

At CI Financial Planning, we’ve created a culture and atmosphere that eliminates any potential negative feelings you have about money by showing you that there’s really nothing to be afraid of. We’ve worked hard to build the culture we have today, and every new member who joins us offers our clients even more value through their shared values, priorities and vision. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if every team member is aligned on the same principles. We strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth. Every one of us understands that managing your money is a huge responsibility, and we value having the opportunity to take some of the responsibility off your shoulders.

5 Ways to Prepare Personal Finance Before Critical Illness Happens

by Conscious Impact Financial PlanningFamily PlanningPosted on May 8, 2020September 6, 2021No Comments

No one wants to get sick, but the fact of the matter is as we grow older our bodies become …

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You Were Planning to Move. Then the Coronavirus Hit. Now What?

by Conscious Impact Financial PlanningCash Flow, InvestmentPosted on May 6, 2020September 6, 2021No Comments

The coronavirus hit America hard and with little warning. If you were planning to move or buy a home anytime …

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10 Steps to Resolving Finances After a Family Death

by Conscious Impact Financial PlanningEstate, Family PlanningPosted on May 4, 2020September 6, 2021No Comments

When a family member passes away, the most immediate decisions involve how to arrange for services, the memorial, addressing visiting …

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Coronavirus and Student Loan Debt: What You Need to Know

by Conscious Impact Financial PlanningCash Flow, EducationPosted on May 1, 2020September 6, 2021No Comments

Student loan reached $1.48 trillion in America by the end of 2019, with approximately 45 million borrowers across the United …

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Blending Families’ Finances After Remarriage

by Conscious Impact Financial PlanningFamily PlanningPosted on April 28, 2020September 6, 2021No Comments

The Beatles may have claimed that “all you need is love”, but it is never so simple. This is especially …

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An Overview of the Newly Passed $484 Billion COVID-19 Relief Package

by Conscious Impact Financial PlanningInsightsPosted on April 27, 2020September 7, 2021No Comments

On Friday, April 24, 2020, President Donald Trump signed the Paycheck Protection Program and Health Care Enhancement Act amidst the …

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The Economic Impact of Pandemics

by Conscious Impact Financial PlanningInsights, Investment, Risk AnalysisPosted on April 24, 2020September 6, 2021No Comments

Pandemics, as rare as they are, have made their mark in history – not only in numbers of lives claimed …

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7 Reasons to Stop DIY Investing and Hire a Financial Advisor

by Conscious Impact Financial PlanningFamily Planning, Insights, InvestmentPosted on April 20, 2020August 23, 2021No Comments

Are you frustrated with the level of growth you experience when you attempt to invest on your own? Do you feel …

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A Guide to Managing Your Money During the COVID-19 Pandemic

by Conscious Impact Financial PlanningCash Flow, Family Planning, InsightsPosted on April 17, 2020August 23, 2021No Comments

As COVID-19 continues to spread throughout the globe, individuals are adjusting to new lifestyles in an effort to curb the …

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Common Scams to Be Aware of During the COVID-19 Pandemic

by Conscious Impact Financial PlanningInsights, Risk AnalysisPosted on April 13, 2020August 23, 2021No Comments

While staying alert and identifying potential scams is something we should always be doing, it is even more important at …

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Advisory services offered through First Affirmative Financial Network, a registered investment
adviser, (SEC #801-56587).

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