Are you on track for your retirement savings needs? Not sure? I can help you figure that out, and if you're not where you need to be, I'll help you make a plan to get back on track. And that plan will include investments for a better planet when you get to retirement.
Some studies have estimated that an investment portfolio as small as $200k has a larger negative climate impact than the average American's entire lifestyle. But it doesn't have to be this way. You can invest in a portfolio of companies that are protecting our shared future while still matching the risk profile that you desire.
Do you like managing your own investments? Maybe you have tried to be more climate-oriented but struggle to sort through all of the ESG options available. Or you got burned selecting individual stocks yourself. For a one-time fee I can review your portfolio, give you an estimate of its climate impact, and recommend investment changes to both manage risk and improve climate impact.
The world is changing fast. It is estimated that to transition the world economy to a sustainable future will require at least $2 trillion in investment every year until 2050. Do you have capital to invest to build a sustainable future?
Steve@futurefirstfinance.com Madison, WI 608-620-5783
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