Invest with Purpose. Maximize Your Impact.
At IMPACTfolio, we're passionate about helping our clients achieve their financial goals while making a positive impact on the world. We believe that sustainability is not optional, and that's why we've made it core to our investment philosophy. Our team of experienced and certified financial planners, including Rebecca Kennedy CFP, Julie McDaniel CFP, and Scott Arnold CFP, are dedicated to providing personalized financial planning and impact investing services to individuals, families, and businesses in Denver and nationwide.
Our Services
Our comprehensive financial planning services are designed to help you achieve your unique financial goals. We take a holistic approach to financial planning, gathering all the pieces of your financial puzzle to create a roadmap for your financial future. Our services include goal planning, cash flow planning, retirement planning, Social Security analysis, income tax planning, risk management, education planning, investment consultation for employer retirement plans, and estate planning. We also offer two types of portfolios: core and explore, which are designed to help you achieve your financial goals while making a positive impact on the environment and society.
Our Investment Philosophy
We believe that investing with purpose is the only way to achieve long-term financial success. That's why we've developed a unique investment philosophy that combines environmental, social, and governance (ESG) factors to maximize impact. Our 3 P's framework - Planet, People, and Profit - helps us identify companies that are not only profitable but also sustainable and socially responsible. By combining the "3 P's, " we offer a portfolio construction process that helps to screen out bad investments, proactively identify great opportunities, and allow you to invest with purpose.
Our Expertise
Our team of certified financial planners has extensive experience in financial planning and impact investing. We're committed to staying up-to-date with the latest trends and research in sustainable investing, and we're dedicated to helping our clients achieve their financial goals while making a positive impact on the world.
Why Choose IMPACTfolio?
At IMPACTfolio, we're dedicated to helping you achieve your financial goals while making a positive impact on the world. We offer personalized financial planning and impact investing services, a unique investment philosophy, and a team of experienced and certified financial planners. If you're looking for a financial partner who shares your values and is committed to helping you achieve your financial goals, then IMPACTfolio is the perfect choice for you.
Client Testimonials
Expertise and Communication
IMPACTfolio's experts, such as Julie and Scott, are knowledgeable and friendly, providing guidance to navigate complex financial situations. They are always happy to help with any questions or concerns.
Personalized Service
The team at IMPACTfolio takes a personalized approach to financial planning, tailoring their advice to each client's unique situation. They prioritize values investing alongside profit-making, making them an attractive option for those seeking a more responsible investment strategy.
Exceptional Responsiveness
IMPACTfolio's team is highly responsive, always quick to respond to questions and meet with clients to discuss their options. They prioritize communication, making clients feel valued and important.
IMPACTfolio's Strengths
Rebecca Kennedy's facilitation skills are exceptional, helping clients through the financial planning process with ease. IMPACTfolio's flat fee rate is transparent and delivers significant value to clients.
Trust and Confidence
IMPACTfolio has earned the trust and confidence of their clients, providing a thorough, thoughtful, and tailored approach to financial planning. They have helped clients achieve their financial goals, alleviating concerns and providing peace of mind.
