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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.

The Pros & Cons of a Do-It-Yourself Will

by Conscious Impact Financial PlanningEstatePosted on August 1, 2020September 6, 2021No Comments

We all know we need a will so that our affairs will be in order and our last wishes carried …

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What Is a Robo-Advisor? 6 Of Your Top Questions Answered

by Conscious Impact Financial PlanningUncategorizedPosted on July 27, 2020September 6, 2021No Comments

If you’ve considered buckling down and getting serious about your portfolio, it’s likely you’ve come across the term “robo-advisor” before. …

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Blended Family Finances: 5 Tips for Success

by Conscious Impact Financial PlanningFamily PlanningPosted on July 24, 2020September 6, 2021No Comments

There’s no question that finances are complex enough as it is. Add a new marriage to the mix, and things …

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3 Retirement Roadblocks for Women – and 4 Ways to Get Around Them

by Conscious Impact Financial PlanningRetirementPosted on July 17, 2020September 6, 2021No Comments

Women need to plan for an independent retirement. Statistically speaking, women live longer than men.1 U.S. census figures show that 59 …

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How to Address Overspending Habits

by Conscious Impact Financial PlanningCash FlowPosted on July 13, 2020September 6, 2021No Comments

Spending can quickly get out of hand if you don’t have a budget and you have the “I want” syndrome. …

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How Money Problems Can Affect Relationships

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on July 10, 2020September 6, 2021No Comments

Is money something you and your partner argue about fairly often? It’s a common issue in relationships to have extremely …

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You Received Unemployment Benefits During COVID-19. What Does That Mean for Your Taxes?

by Conscious Impact Financial PlanningInsights, TaxesPosted on July 6, 2020September 6, 2021No Comments

By the end of May 2020, over 20 million Americans claimed unemployment benefits.1 This payment can be a great relief to …

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What Are The Signs and Symptoms of a Money Disorder?

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on July 3, 2020September 6, 2021No Comments

Many Americans have a complicated relationship with money, and in many cases, these relationships are not healthy. It is normal …

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The Emotional Effects of Debt

by Conscious Impact Financial PlanningFamily Planning, InsightsPosted on June 29, 2020September 6, 2021No Comments

If you’ve been fighting debt, you’re not alone. As it stands, the average American has $15,950 in credit card debt, …

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Are You a Financial Procrastinator? 5 Ways to Overcome it

by Conscious Impact Financial PlanningInsightsPosted on June 26, 2020September 6, 2021No Comments

Procrastination is a real thing that can trickle into other areas of your life. Financial procrastination is one of those …

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adviser, (SEC #801-56587).

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