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How it works
Step 1. You take a simple online values assessment
We start by understanding what you care about related to important environmental, social, and ethical business issues. Our one-of-a kind assessment helps you identify and compare what matters most.
Step 2. We craft a custom Investor Values Statement
Using your assessment results, we craft a customized statement that provides data on how to best align your values with your investment options.
Step 3. Align your investments with your values
Work with your chosen investment advisor to take action. Transition your money within an existing 401k plan or start investing somewhere new.
Custom Investor Values Statement
$299
Once your payment is submitted, we send you a link to start our simple online values assessment.
After you finish the assessment, we create your custom Investor Values Statement.
Please allow three business days for statement to be written and delivered.
Purchase
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