Values-Aligned Investment Guidance

  • Help you discern and articulate your most important values

  • Analyze how well your current investment portfolio aligns with those values

  • Develop your investment policy statement

  • Identify what options (impact investing or otherwise) are available to you

  • Develop a strategy and implementation plan for any changes you would like to make

  • Develop a strategy and implementation plan for beginning or continuing your impact investing journey

  • Perform due diligence on impact investment opportunities

  • Monitor the portfolio; create performance & impact reports

Financial Accompaniment

  • Perform holistic financial and organizational analysis to support major decisions

  • Develop financing models to support the organization’s mission and vision

  • Audit / tax assistance

  • Scenario planning / “what if” analysis

  • Roadmap development (e.g. 1, 5, 10 year plans)

  • Facilitate budgeting processes

  • Prepare presentation material for stakeholder meetings (e.g., Board of Directors)