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Conscious Impact Financial Planning
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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.

A Guide to Trusts for Estate Planning

by Conscious Impact Financial PlanningEstatePosted on November 20, 2020September 5, 2021No Comments

A majority of Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements …

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Retirement vs. Funding Your Children’s College Education

by Conscious Impact Financial PlanningEducation, Family Planning, RetirementPosted on November 16, 2020September 5, 2021No Comments

As many parents start ramping up their retirement planning efforts, their kids are also preparing for an important next step …

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15 Ways to Teach Kids About Giving During the Holidays (While Doing Something Together as a Family)!

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on November 13, 2020September 5, 2021No Comments

The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that “giving” goes beyond …

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The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?

by Conscious Impact Financial PlanningInvestment, Retirement, Risk AnalysisPosted on November 9, 2020September 5, 2021No Comments

There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or …

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Happily Ever After: Financial Planning For Newlyweds

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on November 6, 2020September 5, 2021No Comments

The wedding is over, and it’s time for the happily ever after. But once you have unpacked the wedding gifts and …

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Could Green Bonds Be Your First Step Toward Socially Responsible Investing?

by Conscious Impact Financial PlanningInsights, InvestmentPosted on November 2, 2020September 5, 2021No Comments

2020 has brought to light important social justice and environmental issues amidst the coronavirus pandemic and recent political unrest. If …

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Evidence-Based Investing: What Is It?

by Conscious Impact Financial PlanningInvestmentPosted on October 30, 2020September 5, 2021No Comments

Some avid investors will say that there’s an art and a science to investing. But when it comes to choosing …

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4 Surefire Ways to Ruin Your Retirement

by Conscious Impact Financial PlanningRetirementPosted on October 26, 2020September 5, 2021No Comments

There are likely few people who wake up in the morning excited to plan for their retirement. No matter what …

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Presidential Elections & The Stock Market: Is There a Correlation?

by Conscious Impact Financial PlanningInsights, InvestmentPosted on October 16, 2020September 5, 2021No Comments

Sex, lies and accusations of corruption – no election year is complete without them. And while the 2020 election has …

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Money makes the world go round. It’s time we finally use that to our advantage.

by Conscious Impact Financial PlanningInvestmentPosted on October 12, 2020September 5, 2021No Comments

This article was originally published on August 4, 2020 by our founder Meghan Lape-Lefevre. You can see the original article …

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adviser, (SEC #801-56587).

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