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Our Services

How We Can Help You

We are committed to providing comprehensive financial planning and investment management services, with a special focus on Sustainable, Responsible, and Impact Investing (SRI). We understand that your investment decisions reflect not only your financial objectives but also your personal convictions. Our approach extends beyond mere financial returns, aiming to contribute to a sustainable and equitable world while securing your future. Whether you're looking to navigate the complex financial landscape, plan for retirement, manage your taxes, or strategize your estate, we are here to guide you every step of the way.

Sustainable & Impact Investment Management

Our firm believes in the potential of sustainable investing to harmonize your personal values with your investment goals. SRI is a multifaceted approach that extends beyond the traditional focus on financial returns. There are three main areas we consider in SRI:

Our Process

Steering clear of problem industries, such as those linked to harmful environmental practices or human rights violations, ensures your investments align with your ethical, social, and environmental values. This practice of exclusion, known as negative screening, is a way to cut out companies whose operations are unsustainable. The most commonly avoided industries include oil, tobacco, deforestation, animal testing, and weapons.

Our History

Investing for change, which means actively identifying companies that are making positive societal impacts as a way to both support and stimulate further advancements in these areas. Companies that are focused on renewable energy technologies, emission reduction, reducing plastic products, and advocating for workforce diversity are leading the way towards a greener world. A great example is the Calvert Community Note, which finances organizations, based in disadvantaged communities, that strive to fight global inequality and create positive social and environmental change. Another leader in impact investing, Nuveen, bought 80% of a blue bond that aims to preserve local fisheries and restore coral reefs in Barbados. Blue bonds, a subset of green bonds, are designed to provide funds for ocean conservation and the communities that rely on marine biodiversity for their livelihood.

Our Values

Speaking up through your investments is a powerful strategy that involves using your stake in a company to influence its policies and practices. By voting on shareholder resolutions or engaging directly with management, we can promote improved corporate behavior and keep companies on the course to sustainable growth. Some notable success stories include activist investor Engine No. 1 gaining enough shareholder support to add three environmental advocates to Exxons’ board of directors, and Coca Cola setting a goal to reduce plastic and have 25% of their products reusable by 2030.

Financial Planning

Navigating the complex financial landscape can be daunting. Our expertise allows us to guide you through this process, ensuring your decisions align with your goals. We stay abreast of market trends and regulatory changes, providing up-to-date advice and personalized strategies based on your individual circumstances and risk tolerance. We aim to do more than just manage your money – we will help you reflect on what is really important to you and then align your use of capital with those values.

Our core financial planning services include:

Our core financial planning services include:

  • Retirement Planning
  • Tax Planning
  • Lifestyle 

At Green Leap Financial, we're committed to being your trusted partner throughout your financial journey. Whether you’re interested in handling socially responsible investing through credible advisors that know the market well or you want to put your financial future in the hands of someone you trust, we strive to be the perfect match for your goals. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.