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Create Your Financial Prosperity & Do Good In The World

We guide our clients to use their wealth to create a fulfilling life they can feel good about.

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Why We Do What We Do

We care about the environment, we care about people, but most importantly, we care about our clients. At Green Leap Financial, we assist those who seek not only financial growth, but also the opportunity to make a positive impact on the world. Our commitment is to provide comprehensive financial advisory services that integrate Sustainable, Responsible, and Impact Investing (SRI) principles. Our mother-daughter team believes in the power of capital to drive change, and we guide our clients to align their financial goals with their personal values. Together, we aim to create a prosperous future for our clients and contribute to a sustainable and equitable world.

Focusing On Sustainability

We can help you choose the social impact strategy that is right for you.

Avoid Problem Industries

Avoid Problem Industries

Exclude problem industries, such as those linked to environmental damage or unethical practices.

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Investing for Change

Investing for Change

 Invest in companies or sectors that are driving positive social or environmental change.

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Shareholder Activism

Shareholder Activism

 Leverage your investment to influence corporate behavior towards more sustainable practices and policies.

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How Can We Help You?

Our team can help you uncover what your next step should be given your current financial picture.

Retirement

Retirement

Set realistic goals and ensure that you are on track to secure a comfortable and financially stable retirement.

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Tax Strategy

Tax Strategy

Minimize your tax liability and optimize your after-tax returns.

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Lifestyle

Lifestyle

Organize your finances so that your income, spending, savings, and investments are balanced to support your current needs and future goals.

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Three Dimensions of Sustainable Investing

These dimensions each play a crucial role in evaluating the sustainability and societal impact of an investment.

Integration

Integration

If you are an investor in this realm, you may believe that by integrating sustainable investments, you can expect lower risk and sizable, quality returns.

Values

Values

In this dimension, you not only seek maximum returns and minimal risk for your portfolio, but you also seek to have your portfolio aligned with your personal beliefs and values.

Impact

Impact

If you are an impact investor, you may want to invest for all of the previous dimensions of sustainable investing AND have a desire to make a real difference in the world and show evidence of your impact.

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