One of the things we find when our clients come to us to begin their planning work is they believe our focus will be investments or a one dimensional plan around retirement. And that maybe included in our planning. But we believe the first question to ask is “Why is money important to you?” The conversations we have when we ask this question gives us a better understanding of our client’s values and their personal belief systems. We believe In Values Based Planning. A logical extension of our Values Based Planning is our investment approach which is also values based. When hired by our clients to handle their investments we build portfolios that are well researched in impact investing focusing on environmental, social and governance criteria. Our investment approach is sustainable. Often in the speed of life, we don’t take the time to sort out what matters to us. We believe we are creating the future every day…. we try to help our clients do it consciously. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Sally J Boyle
Sally Boyle’s career began in finance. She has worked with individuals and business owners providing financial planning and business succession advice for over 30 years. She earned the esteemed Certified Financial Planner designation issued by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in 2010. But in the three years preceding 2000, Sally and her family lived through a very difficult litigated divorce. Since that time she has advised many individuals and families through their own divorces. Through these shared experiences she well understands the devastation of divorce for families both personally and financially. All of this led her to write a book intended to empower families with knowledge that would allow them to see choices. In her research, she also discovered a community committed to changing the divorce climate. She decided to specialize in this work and became a Certified Divorce Financial Analyst and is a member of the Institute of Divorce Financial Analysts. Her work has led her to obtain training in Collaborative Law so that she might be able to serve as a member of a team committed to helping couples avoid litigated divorce. Sally is the mother of four sons and a grandmother to beautiful twin granddaughters. Sally loves nothing more than spending the day hiking or skiing in the White Mountains, sailing in one of New England’s beautiful lakes, or enjoying a family day in her lovely town of Hanover, New Hampshire. Sally has come to believe that divorce is a part of life. She hopes to spend a great part of her remaining career helping families keep that perspective. She also hopes to be part of a movement that changes the cultural norms that influence our approach to divorce as a society.