The Circle Leaders below are welcoming members into their upcoming Circle.
Use the CONNECT button to send an email to them. They will reply with next steps.
For more general information, check out our Circle Experience page. To sign up, begin your registration here.
Questions about finding a Circle? Contact Invest for Better Support here.
MARIE THOMASSON, CFP®
Financial Planner and Investment Advisor at Modern Assets
From my early days managing corporate pension funds to now crafting value-driven portfolios, my journey in finance has been both surprising and deeply rewarding. I’m a firm believer that our values lay the groundwork for our lives. By integrating these core beliefs into our financial ambitions, we not only catalyze meaningful change in our own lives, but also inspire transformative shifts in the broader world.
POLINA R. CROTTY, CFP®
(Co- Leader) Life Coach, Experiential Learning Facilitator
After almost twenty years in the wealth management profession, I found myself wanting to make sense of people’s choices or lack thereof. I wanted to understand better what limits us, what inspires us to action, what conditions support our growth and how we can come to know ourselves more fully. I left an established career, took a leap of faith and dove into the field of human adult development and family dynamics. It has been a blast! I now have my coaching/facilitation practice and enjoy collaborating with professionals in the coaching/wealth advisory/family governance/education and other areas of expertise.
I am excited to co-lead this Invest For Better circle with Marie. Together with the participants we will all be co-creators of our learning experience. We will lean into the personal finance and sustainable investing ‘know-how’, as well as who we are when we make decisions, what being in alignment with our values feels like, what can derail us and how to get back on track. I don’t know if you will agree, but it feels urgent to me out there. Urgent that we consider our actions fully, that we understand the consequences of our choices, short and long-term, that we understand that when we are not making choices, choices are being made for us.
MEETING DETAILS:
- TBD
SETTING OUR INTENTION:
- Join us for a hands-on workshop where you’ll align your investments with your core values. Learn actionable strategies to ensure your money is working in harmony with your beliefs. By bridging the gap between finance and values, you’ll gain a clear roadmap for more purposeful investing.
- Ideal for those looking to merge financial growth with moral or ethical considerations, this circle provides both foundational knowledge and practical tools. Set a powerful intention for your financial future by aligning with your values at every step.
