• Work With Us
    • Initial Guidance Meeting
Skip to content
Conscious Impact Financial Planning
  • Work With Us
    • Initial Guidance Meeting

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.
financial planning for polyamorous families, polyamory financial planning, lgbtq financial planner, financial planner for polyamorous families

Financial & Estate Planning Considerations for Polyamorous Families

by Conscious Impact Financial PlanningUncategorizedPosted on January 28, 2022January 28, 2022No Comments

Simply put, “Without a written agreement, many courts refuse to enforce a partner’s claim against another, even if it results …

Read more “Financial & Estate Planning Considerations for Polyamorous Families”

I Am A Financial Planner Series : Map Your Spending Workbook

by Conscious Impact Financial PlanningCash Flow, InsightsPosted on December 3, 2021January 20, 2022No Comments

Daily spending habit tracker and map your spending workbook (become your own financial planner!) Taking the time to organize your …

Read more “I Am A Financial Planner Series : Map Your Spending Workbook”

socially conscious financial planner, socially conscious investment firm, socially responsible financial advisor

Socially Responsible Investing | Conscious Impact Financial Planning

by Conscious Impact Financial PlanningFinancial Planning, InvestmentPosted on December 1, 2021February 21, 2022No Comments

Hello. Welcome to Conscious Impact Financial Planning. I’m Meghan Lape, AFC®, CFP®, EA®, and founder of our socially responsible investing firm, …

Read more “Socially Responsible Investing | Conscious Impact Financial Planning”

4 Easy Tricks to Avoid Getting Emotional About Your Investments

by Conscious Impact Financial PlanningInsights, InvestmentPosted on September 6, 2021September 6, 2021No Comments

Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in …

Read more “4 Easy Tricks to Avoid Getting Emotional About Your Investments”

Value vs. Growth Investing: What’s the Difference?

by Conscious Impact Financial PlanningInvestmentPosted on July 30, 2021September 5, 2021No Comments

At different periods of time, the stock market appears to favor one of two stock types – value stocks or …

Read more “Value vs. Growth Investing: What’s the Difference?”

How to Create an Estate Plan

by Conscious Impact Financial PlanningEstatePosted on July 23, 2021September 5, 2021No Comments

You understand the importance of estate planning, but sometimes it’s a question of where to start. No matter your net …

Read more “How to Create an Estate Plan”

Getting Remarried Soon? Add These 5 Financial Tasks to Your To-Do List

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on July 16, 2021September 5, 2021No Comments

Embarking on a new journey, like marriage, is exciting. And for those who are entering into their second or third …

Read more “Getting Remarried Soon? Add These 5 Financial Tasks to Your To-Do List”

2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup

by Conscious Impact Financial PlanningFamily Planning, Insights, UncategorizedPosted on July 9, 2021September 5, 2021No Comments

Summer is finally in full swing, meaning we’re already about halfway through 2021. After a year like no other, we’re …

Read more “2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup”

5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life

by Conscious Impact Financial PlanningFamily Planning, Insights, InvestmentPosted on July 2, 2021September 5, 2021No Comments

The events of last year may have taken a toll on your financial situation. For those who had a financial …

Read more “5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life”

6 Questions You Should Be Asking When Hiring a New Financial Planner

by Conscious Impact Financial PlanningFamily Planning, Insights, InvestmentPosted on June 25, 2021September 5, 2021No Comments

The role of a financial planner is to help you and your family figure out how to best save earnings, …

Read more “6 Questions You Should Be Asking When Hiring a New Financial Planner”

Posts pagination

1 2 3 … 13

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

Powered by WordPress Inspiro WordPress Theme by WPZOOM