Shift to Impact is a financial planning firm that focuses on aligning clients' finances with their values, particularly social justice and environmental concerns. They help clients understand charitable giving, navigate family dynamics, and explore impact investing (also known as ESG or socially responsible investing). Shift to Impact offers financial planning programs and focused financial planning sessions to address specific needs.
Assets Under ManagementN/A
Clients9
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Shift to Impact does not manage investment portfolios. They provide advice on how and where to open an investment account and what to buy and sell, but clients are responsible for implementing the recommendations.
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