Sustainability Summary

This is an unclaimed profile. Communitas Financial Planning PBC has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

Communitas Financial Planning PBC Sustainability Profile

Sustainability Summary

This is an unclaimed profile. Communitas Financial Planning PBC has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

What do our labels mean?

Communitas Financial Planning PBC is a fee-only financial planning and investment management firm that says it aligns finances with progressive, sustainable, and socially responsible goals. Its services include financial planning, socially responsible investing, and retirement plan services for individuals, non-profits, and small businesses. The firm states that it does not accept commissions or third-party payments, and that its approach is intended to reduce conflicts of interest and support fiduciary advice. It also describes itself as a certified B Corporation and references environmental, social, and governance considerations in investment selection and retirement plan design.

About Communitas Financial Planning PBC

Status
Unverified

Website
Visit Website

Employees
1 - 5

Country
United States

Communitas Financial Planning PBC Sustainability Actions

Fee-only planning model

As a fee-only firm, we don’t take commissions, so we can guide you with sustainable strategies that meet your financial goals and make a positive impact on the world.

Socially responsible investing

We help incorporate those values into your investments and encourage your money promote a peaceful and just world for all.

ESG screening in portfolios

We help clients screen for companies whose mission, products, community relationships, worker and environmental relationships are aimed at the long-term survival of the planet.

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Low-cost retirement plans

We work closely with non-profits and businesses to create a high-quality, cost-effective, socially responsible retirement plan, while helping employers fulfill their fiduciary duty.

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