Journeying together to fulfill your mission

About Us

Hi! We’re Anne and Bill Hatch, CFA.

We want to help lift society up by helping social purpose organizations (non-profits, faith-based organizations, social enterprises) become better stewards and deepen their impact. We journey with organizations who are thinking through the impact that they would like their assets to have.

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Our Services

Values-Aligned Investment Guidance

Guiding institutions who would like to align their investments with their most deeply held values - with a focus on impact investing

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Financial Accompaniment

Journeying alongside your organization’s leaders & committees to support holistic financial analysis and strategic change

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