Prioritized a list of the characteristics and attributes you want from your financial advisor
This deep dive course is intended to help you clarify what you want from your financial advisor and then take you through the steps to find an advisor that is a great fit for you. The course takes place within a trusted community of like-minded investors. You will go through a series of exercises on your own and then come together with your peers to share insights. The robust conversations you will have during your time together will sharpen and refine each participant’s thinking. During the course you will prioritize your goals, create a short list of potential advisors, and walk away with the ability to “close the deal” with a preferred advisor.
Course Structure
The Financial Advisor course is a 3-part series that will be supported by monthly Circle discussions. Members can ask questions on Mighty Networks, and they will be responded to by the Course Creators or other experts.
The process of building a stronger relationship with your current advisor, getting them to integrate your requests for more values-alignment into your portfolio, or finding a new mission-driven advisor can seem daunting. During the course you will prioritize your goals, create a short list of potential advisors, and walk away with the ability to “close the deal” with a preferred advisor.
Outcomes
By the end of the course, participants will have:
Prerequisites & Level of Effort
This course is recommended for women who have decided they want professional support with their investing and who are ready to find a values-aligned financial advisor. Although most of the advisors you will be introduced to in this course require their clients to have investable assets between $2 to $50 million, or more, some have no minimums. Thus, regardless of your asset base, you have the opportunity to find someone who could match your need.
Monthly Commitment: 2 to 3 hours
Each meeting is expected to last 1 to 1.5 hours. Approximately 1 – 1.5 hours of homework is required prior to each meeting. The majority of the research will be handled by the ValuesAdvisor platform, so your primary workload will be thinking about your priorities and conducting one or more interviews. A significant amount of the value in this course will be the discussions that you have with other members of your Circle.
Course Content
The process of building a stronger relationship with your current advisor, getting them to integrate your requests for more values-alignment into your portfolio, or finding a new mission-driven advisor can seem daunting. This deep dive course is intended to help you clarify what you want from your financial advisor and then take you through the steps to find an advisor that meets your needs. During the course you will prioritize your goals, create a short list of potential advisors, and walk away with the ability to “close the deal” with a preferred advisor. You will be supported and encouraged along the way by a group of women who are joining you on the journey.
Course Creators
Lisa Renstrom
Co-founder, ValuesAdvisor
Lisa Renstrom is a co-founder of ValuesAdvisor, a platform that helps individuals and organizations find values-aligned financial advisors to meet their needs. Previously, Lisa has served as the President of the Sierra Club and on innumerable environmental focused Boards. As she says, “ValuesAdvisor is a solution to a problem I encountered in the DivestInvest Individual Campaign. People committed to divest, but their advisors didn’t know how to invest FossilFree. The excel spreadsheet of value-aligned advisors I shared became a robust platform with all the information my peers sought, organized in a simple interface. ValuesAdvisor.org is my contribution to building beautiful portfolios and a better world.”