Aligning Business Success with Ethical Investing

Jasmine

Services Used

Investment Management and Financial Planning

Background

Jasmine and Darrel are a married couple in their early 40s, both with successful careers and four children. Jasmine runs a small tech startup, while Darrel is a dentist with his own practice. They value work-life balance, prioritize family, and are deeply committed to investing in socially responsible companies. Despite having advanced degrees and a combined savings of $200k, they feel uncertain about their financial decisions. Jasmine and Darrel want to grow their businesses, ensure their children’s education is secure, and plan for a comfortable retirement, all while aligning their investments with their ethical values.

Propel’s Approach

Jasmine and Darrel partnered with Propel Financial Advisors to review their current financial status and investment strategies. Their advisor started by assessing their portfolio, identifying investments that were not aligned with their social values, and recommending alternatives that still supported their growth goals. Propel also helped them set up tax-efficient accounts to reduce their tax liabilities, allowing them to keep more of their earnings.

Additionally, their advisor worked closely with them to balance their business growth needs with personal financial security. This included creating a comprehensive plan that addressed their immediate concerns, such as funding their children’s education, while also setting up retirement accounts with a mix of socially responsible investments. Propel guided them in navigating complex decisions around how to invest in ways that reflect both profitability and their ethical considerations.

Now

Jasmine and Darrel now feel confident that their financial plan reflects their personal values and supports their family’s future. They meet regularly with their Propel advisor to stay updated on market changes and ensure their investments remain aligned with their goals. Propel’s active management of their portfolio has given them peace of mind, knowing that their wealth is being managed by professionals who understand and support their unique needs. Jasmine enjoys discussing new investment ideas that align with her startup’s mission, while Darrel appreciates the clarity and control he now feels over their financial future. With Propel’s guidance, Jasmine and Darrel are on track to secure a stable financial future for their family, allowing them to focus on growing their businesses and enjoying life.