In an ever changing world, creating a balance between the financial, environmental and social aspects of our lives can be challenging.
Green Leaf Financial Consulting is dedicated to helping you strike a balance that's right for you. Below are services that may be of interest. Let us know how we can help.
FINANCIAL & SOCIAL
Socially Responsible Investing (SRI) through Preferred Portfolio Services (PPS).
Financial responsibility. Social responsibility. While these may seem like two disparate goals, you can make headway on both by taking advantage of the Preferred Portfolio Services (PPS) Select Socially Responsible Investing portfolios offered by Commonwealth Financial Network, our broker dealer.
Socially Responsible Investing or SRI, is a broad based strategy that factors corporate responsibility and societal concerns into investment decisions. In short, an SRI strategy seeks to maximize both financial return and social good by delivering long-term wealth to investors in a socially conscious way.
Whether you choose to invest all or a portion of your investable assets in the PPS SRI portfolio, you can rest assured that we're keeping an eye on your long-term financial goals-as well as your social convictions.
Give us a call to discuss how the PPS SRI portfolio might fit into your investment strategy.
ENVIRONMENTAL
Going Paperless~
-You can choose e-delivery of statements and confirmations.
Paperless Financial Plan Document~
-View and share your Comprehensive Financial Plan with your other advisers through Money Guide Pro (MGP) password protected shared access.
-Document Management~
-Let us store all your important documents ( WILLS, Trusts etc.) on a secure server for 24/7 viewing through Investor 360 account access. Once documents are securely stored, they are shredded and recycled.
At Green Leaf Financial Consulting, we not only offer these services, we practice them. Our firm has gone virtually paperless. Printing is kept to a minimum and documents are stored electronically for easy viewing and recovery.
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