I interviewed about 8+ financial advisors or attorneys (for estate planning) over the past couple of years and after every meeting, there was always doubt in moving forward based on the interactions.
[ Enter Chris with Impact Fiduciary ]
Our initial meeting with Chris was unlike any other meeting; there was no pressure, he accurately reflected our priorities, was entirely patient and present with all of our questions, and knowledgeable in a unique way that was empathetic to our needs. He's also astute in the questions he asks to help us analyze our goals and needs.
My husband and I have made more progress working with Chris these past 5 months than we have in the past 5 years! I'm elated to have SO MANY tasks and goals completed with Chris' help - it's been a massive weight off my shoulders and we FINALLY feel good about our financial state. With Chris, we feel like we have an ally for our financial questions, goals, and planning. Everything from putting together a plan to reach our goals, evaluating our ever-changing financial situation, and setting up a trust, estate plan, setting up our will and advanced health care directive. Note: while Impact Fiduciary doesn't handle the estate planning/will/health care directive directly, they partner with a business who's much more affordable than working with an attorney (by a significant amount, based on what average attorneys charge).
Chris is also incredibly organized in his follow ups, he's responsive and accessible, willing to walk through complicated processes/set ups together, and always happy to hop on a call to chat through questions that come up. Their full suite of services are well worth the money to manage your finances. They also offer sustainable investing - which is the icing on the cake! We fully support, recommend, and encourage you to work with Impact Fiduciary.
Relationship to Financial Advisor: Client as of Jul 20, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.