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Additional information |
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Money with a Mission, Inc. |
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Overview:
Greg Garvan is a professional member of the First Affirmative Financial Network, LLC (FAFN). We provide asset management services using environmentally and sustainable options and comprehensive fee-only financial life planning. Greg works in association with our FAFN reps, and check out sriinvesting.com for more information on that.
SINCE 1992 Money With a Mission/FAFN has been helping people connect their values with their money. On the investment side we do this by helping you manage investments using environmental and social screens as well as financial risk and return analysis. Every portfolio we work with has an Investment Policy Statement done for it. On the financial planning side, we provide a comprehensive overview that makes clear what your risks and opportunities are, as well as ways that you can integrate your values deeper into your financial life.
The core of Money with a Mission/ FAFN is on the East coast, in Charleston , SC and Ithaca, NY , though we serve clients all over the Carolinas, New England, and New York. We have both East coast-based staff, and more 'virtual' members in Colorado Springs, CO. Let's meet the staff......
GREG GARVAN - After working primarily through foundation work, and charitable/ tax planning in the 1980s, in 1992 he founded Money with a Mission, and obtained licenses to practice investment management and financial planning. Becoming a fee-only advisor in 1995, as an Investment Advisory Representative with the First Affirmative Financial Network, FAFN. An extensive profile is available at the FAFN website.
First Affirmative home office- FAFN's home base in Colorado Springs has Kathy Sutherland and Julie Ramm who do yeoman work in keeping our reports and information flowing, as well as Johann Klaassen, Vice President, Managed Account Programs, Kevin O'Keefe, Chief Investment Officer, and George Gay, CEO of FAFN. These three represent the Investment Committee that most directly informs our asset management services.
We also work with a broad team of related specialists: private money managers,proxy vote and shareholder activists, tax and estate planning specialists, charitable and community investment leaders, insurance consultants and others.
INVESTMENT ORIENTED clients have found our years of experience with environmental and socially responsible holdings to be a great help. We know many of the leaders of the SRI world, and FAFN is the largest SRI independent advisor group in the country. Remembering that we are anchoring our work in both the financial realities of the world, as well as the opportunity to make a difference using social screens has really provided for some exciting opportunities.
FINANCIAL PLANNING clients, (for whom we often manage assets), have found over the years that as we build relationships together we are often deeply involved in a myriad of decisions that face individuals and families: How to allocate current retirement options, what car to buy, how much to give to a charity, at what age to give money to children, etc. We value and welcome these opportunities to work at a core value level with you, as you realize how you can use money and assets. We believe there are simply tools that can be used in ways that are better for you, or worse! Much of this work falls under the rubric of 'personal coaching' today, but it is what we have been doing for years. Obviously our goal is to help you use the tools in ways that help empower your life plans.
We are absolutely committed to working with you to gain an understanding of your present financial situation, and helping you to identify and clarify your life, social and financial goals. Once we all have this common information we develop a comprehensive financial plan. The plan typically encompasses managing liabilities, investments, insurance, retirement interests, estate and tax planning, charitable giving, and practical steps towards financing life goals. We believe this "big picture" financial planning is the best way to help you set goals and future direction.
Money with a Mission/FAFN, Inc. donates more than 10% of our annual profits to charitable organizations, and has a commitment to providing pro-bono services when possible to people in need. We also are on the "Honor Roll" for having more than 1% of assets held in community investments. In 2005 it was actually just over 2% of assets. |
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Toll Free:
+1 800 563 8301 |
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