Communitas Financial Planning PBC

Communitas Financial Planning is a fee-only financial planning firm committed to providing accessible, strategic, and meaningful financial advice. They specialize in socially responsible investing, aligning client portfolios with their values and promoting a peaceful and just world. Communitas serves working and middle-class individuals and families, non-profits, and businesses, offering services like retirement and estate planning, insurance, budgeting, investment management, and group retirement plan design and management.

Communitas distinguishes itself by its commitment to fee-only practices, ensuring that their advice is free from conflicts of interest. They prioritize transparency and clarity in their communication and offer a comprehensive range of services designed to meet the unique financial needs of their clients. As a certified B Corporation, Communitas demonstrates a commitment to social and environmental responsibility, extending their values beyond their financial services.

Communitas Financial Planning offers employees a comprehensive benefits package that includes access to a high-quality, cost-effective retirement plan that reflects their socially responsible values. They also receive fiduciary education and support in managing their financial responsibilities.

Communitas Financial Planning is a fee-only, socially responsible financial planning firm that focuses on helping clients achieve their financial goals while making a positive impact on the world. They provide comprehensive financial planning services including retirement and estate planning, insurance, budgeting, and investment management, all through the lens of sustainability and social justice. Their mission is to make financial planning accessible and meaningful for individuals and businesses, partnering with working and middle-class families, non-profits, and businesses to create a more just and sustainable future.

Communitas Financial Planning fosters a culture of social responsibility and sustainability, prioritizing client needs and ethical practices. They emphasize a collaborative and supportive environment, advocating for progressive values and working with clients to achieve both financial and social goals. This dedication to community well-being is reflected in their commitment to fee-only financial planning, socially responsible investing, and partnerships with clients from diverse backgrounds.

Communitas Financial Planning prioritizes diversity, equity, and inclusion, demonstrating this commitment through their partnership with working, middle class, and LGBTQ+ families and individuals, cultural workers, helping professionals, scientists, engineers, small business owners, and political activists. Their mission focuses on providing affordable and accessible financial planning services that improve the lives of all individuals and their communities.