Integrated Financial Planning is a wholly owned subsidiary of Breakwater Capital, LLC
WE PROVIDE FOCUSED & HOLISTIC FINANCIAL PLANNING
We seek to impact the world through our investments. With more than 15 years of experience focused on financial and social outcomes, we’ll be your guide and partner to creating wealth you feel good about.
OUR CORE VALUES
- Serving Others
- Putting the needs of our clients, the team and our community above our individual desires
- Bring genius (i.e. talent, mindfulness, expertise, creative planning)
- Spend our time doing what we love most
- Listen deeply and speak with care
- Come to each conversation with an open mind rather than the “right answer”. Truth telling.
- Enjoy life (having the time and financial resources for your passion)
We are actively seeking to expand the positive good we can express in the world through the allocation of our clients’ funds, as we believe this reduces legal and regulatory risk, expresses our values, and enhances the potential for long-term, sustainable social structures and investment returns.
SOCIAL IMPACT INVESTING
Many investors want the world to be a better place, but not at the expense of their personal financial security. The question then becomes: can a conscious investor create a better world with his or her portfolio without sacrificing any of the returns along the way?
SOCIAL RESPONSIBILITY – IT’S WHO WE ARE
We are seeking to make an impact in the world through our investments. By working to identify and invest in those funds that support issues of global concern and consideration. It’s our belief that this investment approach reduces legal and regulatory risk, expresses our values and enhances the potential for long-term, sustainable social structures, and investment returns.
“I’m passionate about the impact we have on the world and about living this life on my own terms. I look forward to helping you create your best life.”