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Our Process

Connecting the world to impact investment advisors. Save money. Save the world.

Step 1

Complete the Form

Get started by completing the assessment form. We will evaluate your pain points as well as your investments goals to match you with the right impact advisor.

Step 2

Schedule an Appointment

Expect a call from us within 24 hours to set up an appointment with your impact advisor. We will ensure their qualifications are personalized to your goals.


Step 3

Start Saving Money

Start putting savings away while investing in companies dedicated to saving the planet.

Feel Free to Contact Us

if you have questions, we can help.