Investing with Impact and Purpose

Rachel

Services Used

ESG Investment Strategies and Charitable Giving Planning

Background

Rachel is a physician in her mid-40s who is passionate about using her wealth to make a positive impact. She wants her investments to align with her environmental and social values, but she’s unsure how to balance her desire for impact with the need to grow her wealth. Additionally, Rachel has been supporting various charities and wants to establish a more structured approach to her giving to maximize her contributions' impact.

Propel’s Approach

Propel helped Rachel restructure her portfolio to include ESG (Environmental, Social, and Governance) investments that align with her values without sacrificing performance. They also developed a charitable giving strategy that included setting up a donor-advised fund, allowing Rachel to make impactful contributions while benefiting from immediate tax deductions. Propel provided Rachel with detailed reports on the social impact of her investments, giving her confidence that her money was working for both her financial future and the causes she cares about.

Now

Rachel is thrilled with her investment strategy and regularly meets with her advisor to ensure her portfolio continues to reflect her values. Her structured charitable giving plan has enabled her to make a significant impact on the organizations she supports, and she feels a deep sense of fulfillment knowing her wealth is doing good in the world. Propel’s expertise has allowed her to achieve a balanced approach, empowering her to live her values while securing her financial future.