Prentice Financial Planning, LLC was founded on the basis that a financial advisor’s value is derived from fiduciary comprehensive financial planning and not from the sales of funds or products. We apply this philosophy through our Advanced Financial Planning service with recommendations and implementation in all aspects of our client’s financial lives. We pride ourselves in providing personalized strategies, including portfolios built around our client’s goals and beliefs.
In the past few years a lot of interest has popped up around sustainable investing (also known as socially responsible) but many people don’t know what exactly this means or where to start. As the sustainable investing market grows so too does the complexity surrounding the nuanced approaches and ever evolving creation of often confusing names and information. To help our clients navigate this process we have built portfolios that follow a sustainable investing process using environmental, social, and governance (also known as ESG) frameworks.