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Boise Investment Management & Financial Planning Services

Kathy Stearns, CFP - providing sustainable investment management and fee-only financial planning services to individuals and couples nationwide.

http://www.arcadvisers.net/

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Boise Investment Management & Financial Planning Services | arcadvisers.net Reviews

https://arcadvisers.net

Kathy Stearns, CFP - providing sustainable investment management and fee-only financial planning services to individuals and couples nationwide.

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1

Financial Planning Process - Kathy Stearns, CFP

https://www.arcadvisers.net/financial-planning/financial-planning-process

KATHY STEARNS, CFP. Aligning personal finances with goals and. Skip to primary content. Skip to secondary content. What is Sustainable Investing? What is Sustainable Investing? Kathy Stearns, CFP&#174. Each planning engagement is unique to the client’s needs, but the process generally follows these steps:. You fill out and return the Introductory Questionnaire. I review all of your information and we discuss it together to make sure I understand your specific situation and priorities. You receive a writt...

2

Financial Planning & Sustainable Investment Management Fees

https://www.arcadvisers.net/fees

KATHY STEARNS, CFP. Aligning personal finances with goals and. Skip to primary content. Skip to secondary content. What is Sustainable Investing? What is Sustainable Investing? Kathy Stearns, CFP&#174. As a fee-only planner and advisor, my fees are established up-front and in writing before we begin working together. I earn no commissions for the sale of any products or services. To get started with sustainable investment management or financial planning, fill out and submit the Introductory Questionnaire.

3

Boise Financial Planner - Kathy Stearns, CFP

https://www.arcadvisers.net/about-me

KATHY STEARNS, CFP. Aligning personal finances with goals and. Skip to primary content. Skip to secondary content. What is Sustainable Investing? What is Sustainable Investing? Kathy Stearns, CFP&#174. I am a CERTIFIED FINANCIAL PLANNER. And an Accredited Investment Fiduciary. I currently serve on the national board of the Calvert Foundation. And chair the board investment committee for the Foundation. I am a member and former board member of USSIF: The Forum for Sustainable and Responsible Investment.

4

Disclosures - Kathy Stearns, CFP

https://www.arcadvisers.net/disclosures

KATHY STEARNS, CFP. Aligning personal finances with goals and. Skip to primary content. Skip to secondary content. What is Sustainable Investing? What is Sustainable Investing? Kathy Stearns, CFP&#174. First Affirmative Form ADV Part 2. First Affirmative Form ADV Part 2: Supplement – Kathy Stearns. First Affirmative Privacy Policy. Kathy Stearns is an Investment Advisor of First Affirmative Financial Network,LLC. First Affirmative is an independent Registered Investment Advisor (SEC File #801-56587).

5

Sustainable Investment Management - Kathy Stearns, CFP

https://www.arcadvisers.net/sustainable-investment-management

KATHY STEARNS, CFP. Aligning personal finances with goals and. Skip to primary content. Skip to secondary content. What is Sustainable Investing? What is Sustainable Investing? Kathy Stearns, CFP&#174. I work with First Affirmative Financial Network. Our approach to investment management is to:. Emphasize asset allocation because we believe that asset allocation is the most reliable and manageable indicator of long-term performance and volatility. Cultivate a deep understanding of the people and processe...

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Find an Advisor | First Affirmative Financial Network

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First Affirmative Financial Network. What is Responsible Investing? Philanthropy - A Donor Advised Fund. SRI Industry At A Glance. Investing for Impact Events. Choose your state on the left). Westlake Village, CA. Westlake Village, CA. San Francisco, CA. San Francisco, CA. San Francisco, CA. San Francisco, CA. El Cerrito, CA. El Cerrito, CA. San Carlos, CA. San Carlos, CA. La Mesa, CA. La Mesa, CA. San Diego, CA. San Diego, CA. San Diego, CA. San Diego, CA. Santa Monica, CA. Santa Monica, CA. Sante Fe, NM.

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Boise Investment Management & Financial Planning Services

KATHY STEARNS, CFP. Aligning personal finances with goals and. Skip to primary content. Skip to secondary content. What is Sustainable Investing? What is Sustainable Investing? Kathy Stearns, CFP&#174. My mission is to help clients be responsible stewards of their investments and income, so they are both financially secure and comfortable with how their investments affect the environment, their communities and the issues they care about. Three beliefs guide my practice:. Kathy Stearns is an Investment Ad...

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