What To Expect
Your journey with responsible investing starts face to face.
Interested in learning more about sustainable, responsible and impact investment options?
Is retirement planning, saving for the kids’ college funds, or an unexpected inheritance keeping you awake at night?
Do you want to have your wealth do more than just sit there? Then make it a force for good!
First things first: set up a consultation.
“The folks at Earth Equity have been immensely helpful in navigating a portfolio which I inherited, and changing the landscape in which it was held. Before I worked with Earth Equity, my financial advisers did not understand the need to divest from oil or the prison industrial complex, and instead support ecological infrastructure and equitable organizations. Earth Equity, however, is equipped to do just that, and it was an honor to work with them!” – Leah C
This testimonial was provided by a current client on September 23, 2021. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
STEP 1
Meet and Greet
STEP 1Set up a complimentary consultation to meet with one of our financial advisors and financial planners who is the best fit for you. This meeting may happen over the phone, in person in our Asheville office, out at a restaurant, or by video conference. We’re comfortable discussing your financial goals and needs when and wherever you prefer. We’ll ask you a few questions, listen with care, and dive a little deeper into the level of risk you’re comfortable with, your financial goals, understand your values, and determine what you want and don’t want to support with your investments.
STEP 2
We’ll Analyze and Discuss
STEP 2We will take a look at any existing statements or documents you’re willing to share with us. This is 100% confidential and analyzed with your best interests at heart. We’ll also talk about how to structure a portfolio that is consistent with your values. This may require a follow-up meeting at your convenience.
STEP 3
You Decide and Sign
STEP 3You felt great about the meetings, you love the team, and you’re ready to go!
Once you’ve made the decision to work with Earth Equity, we’ll send you some standard paperwork and forms as well as answer any questions you may have. We’ll do everything we can to make your transition to Earth Equity Advisors seamless and stress-free. In the case of asset management, we’re happy to work with your current advisor, attorneys, and other third parties to make sure your assets are transitioned over with success.
STEP 4
We Communicate Regularly and You Rest Easy
STEP 4Your Earth Equity financial advisor will work with you to determine the best asset allocation to meet your needs and set up your portfolio or craft your financial plan and strategy. Going forward, your portfolio management advisor will monitor and make all of the decisions and trades for your account on your behalf and based on our in-depth financial and industry research and analysis – all with your goals in mind.
- Financial statements are provided to you on a regularly-scheduled basis.
- Annual portfolio reports by Pete are provided to all clients.
- You can also choose to receive our client newsletter for more Earth Equity happenings around the office and event invitations.
- Plus, you can subscribe to our Blog and join in on our conversations on Facebook, Linkedin, and Twitter.
And between all the proactive updates? We’ll be right here. Our team is available by phone, email, and in-person, to address your questions or needs.
