Jim Horlacher - First Affirmative Financial Network

Let's make your values the foundation of your financial plans.' Specialties: fee-only SRI, inheritance and charitable planning, high-impact community investing. Member, First Affirmative Financial Network, LLC. I help socially & environmentally conscious investors manage their money to make a positive impact on both their own lives and our whole world. As someone deeply committed to social justice and sustainability, my entire professional practice is focused on helping clients develop clear, disciplined financial strategies that take into account our shared Triple Bottom Line of People, Planet & Profits. I offer a no-cost, no-obligation introductory meeting for us to learn more about one another. The primary goal is to share and understand expectations, and to review your financial goals and social values. We'll have an honest discussion of what SRI is and is not, and then start to sketch a plan to move forward together. We may work together on one or many topics, from the basics of investing to more holistic financial planning to more sophisticated wealth management and philanthropic planning.