Finding a financial advisor can feel like a heavy lift, so the task keeps falling down our to-do list, even though it is a priority. The key to this course is accountability. Over a 3-month period, you work with other women to clarify what you want from a financial advisor, build a short-list of candidates, and conduct interviews. By the end of the course, the bulk of your effort is done.
You can view the full course description here.
COURSE LEADERS:
Kate Simpson, Co-Founder & Head of Outreach, ValuesAdvisor
Kate co-founded ValuesAdvisor, a non-profit platform to connect investors with values-aligned financial advisors. Since first working in the impact investing field in 1992, Kate has been interested in helping investors use the power of their investment capital to positively influence social and environmental issues. Kate brings an understanding of the power of resilience, knowledge of the impact investing field, and formal training in education to help investors of all backgrounds learn to align their investments with their values. In 2020, Kate developed and co-authored “Take Two: A Journal for New Beginnings” published by Chronicle Books to help people deepen their resiliency skills. In 2022, Kate launched the Take Two “Invest Your Values” course, a self-directed online course to help empower investors with the knowledge to start aligning their investments with their values.
LIVE MEETING DATES:
- Dates: 2nd Wednesday of every month: June 14th, July 12th, and August 9th
- Time: 11-12:30 am PT / 2-3:30 pm ET
REGISTRATION:
To join this Deep Dive, become a member of Invest for Better. You will then receive an email with access links to all Deep Dive courses. For current members, you can join the Finding a Values-Aligned Advisor inside the Mighty Networks platform.
OUR SUMMER 2023 DEEP DIVE COURSES:
Invest for Better will be offering four Deep Dive courses for our Summer Session. They include our ‘Back to the Basics: Financial Planning’, ‘How Angel Investing Works’, ‘Finding a Values-Aligned Financial Advisor’, and ‘Investing for a Sustainable Environment’. The courses will run between June and August 2023. Our Deep Dives are intended to move participants from knowledge to action. Created in partnership with values-aligned financial advisors and other experts, Deep Dives include self-study, monthly group meetings, and shared experiences.
