Overview

Smart Money, Sustainable Values Communitas Financial Planning is fee-only financial planning and socially responsible investment management firm. We partner with individuals, non-profits and small businesses to make their finances work for their benefit and the benefit of society as a whole. For individuals and families we offer hourly, as-needed financial planning services. If appropriate, we offer socially responsible investment management services as well. Financial planning and investment management are offered independently of one another. For small businesses and non-profit organizations we offer low-cost retirement plans (401k, 403b, SEP IRA, SIMPLE IRA). As a plan advisor our role can include investment selection and ongoing monitoring, risk profiling and asset allocation for participants, plan design and setup, Investment Policy Statement development, periodic plan reviews, and more.