DIY Kickstart
We’ve created a streamlined process to help clients build, implement, and manage their sustainable investment portfolio. We’ll work with you 1:1 to take these steps:
Learn investment basics
Examine investment options
Develop a plan
Open accounts and transfer funds
Put your money to work
Automate everything
The process takes 4-6 meetings, including a check-in after six months.
Cost: $4500 + tax
