Downloadable Resources

What is Values-Aligned Investing?

Watch our online recording on sustainable, responsible investing

Today, there are many investment strategies and tactics to align your values with your money, but it doesn't have to be complex. Kay Kramer and Steve Dixon from Birchwood Financial Partners walk you through a presentation and discussion on Sustainable Investing and how to incorporate these ideas into your own investment strategy. 

In this 30-minute online webinar, we hope that attendees complete the webinar with a better understanding of SRI investing and how it can be integrated into their investment portfolio.

Watch the Recording

Getting Organized Guide

Managing your personal finances can sometimes feel like a full-time job, especially if you’re new to the process. Organizing your income and expenses could build confidence and reduce stress. Our Getting Organized Guide has information and resources that will help you track your spending, create a budget and set financial goals. Best of all, it might just help you rest easier at night.

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Sustainable Responsible Impact Investing (SRI)

We have choices when it comes to investing in organizations in which we believe, and yet, what if your personal passions and interests could also align with your long-term financial goals? Sustainable Responsible Impact Investing is an approach that allows you to blend investment strategies with your desire to make the world a better place.

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Ready to Get Started

Meet with one of our financial advisors to learn how a financial plan could benefit you.