How to Use Your Plan

1. This is not financial advice.
2. This plan is tailored to your goals, values, and risk profile based on what you told us in the survey. It shows how your money can generate both social impact and financial returns.
3. Review your allocations across impact themes. You can adjust the amounts or percentages until the plan reflects your goals and comfort level.
4. Once you’re satisfied, confirm your plan to continue.

If you’d like help understanding your plan or exploring next steps, you can also schedule a call with one of our impact advisors.