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Professional
Focus and Services
Greg
Garvan and Money With a Mission/FAFN, Inc. provide comprehensive fee-only
financial life planning
and asset management services using environmental
and socially responsible options. We help you “connect your money
to your values.” We enjoy working directly with you, and whether
we are talking goals, reviewing numbers, or sharing stories, we will
honor your decisions. Sometimes we will be very serious, sometimes we
will laugh, and sometimes disagree. It is all part of the process.
Financial life
planning. As we build relationships with our clients
we are often deeply involved in a myriad of decisions that face individuals
and families: How to allocate current retirement options, what car
to buy, how much to give to a charity, at what age to give money to
children, etc. We value and welcome these opportunities to work at
a core value level with you, as you realize how you can use your assets.
We believe they are simply tools that can be used in ways that are
better for you—or
worse. Much of this work falls under the rubric of financial life planning,
which we have been doing for years. Our objective is to help you use
these tools in ways that can further your life’s goals. We are
committed to working together to gain an understanding of your present
financial situation, and help you to identify and clarify your life,
social and financial goals. Once we all have this common information
we develop a comprehensive financial plan. The plan typically encompasses
managing liabilities; investments; insurance; retirement interests; estate
and tax planning; charitable giving; and practical steps towards financing
life goals. We believe this “big picture” financial planning
is the best way to help you set goals and future direction.
Investments. Our clients use social and/or
environmental screens when considering investments. You choose these screens
via a menu of options that we go over when starting to work together.
Our approach is to consider the financial aspects of the investment,
based on the stated goals in your financial plan, and then consider
the social screens most important to you. Depending on your situation,
we also might recommend using third party money managers, who will
also consider this information. Finally, we determine the investments
that both meet your financial goals and are consistent with your
values. Your portfolio will typically include screened investments,
targeted community investments, and proxy voting and shareholder
activism when appropriate. In today’s
world, you have the opportunity to use your assets in a variety of
socially responsible ways through banking; investing, and targeted
community investments; endowments; and other financial alternatives.Back
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Professional Affiliations
- Investment Adviser Representative of First Affirmative Financial
Network, LLC
- Network Adviser of First Affirmative Financial Network
- Custodial Affiliation
with Charles Schwab and Company
- Member of Social Investment Forum;
Coop America Business Network; NOFA; Financial Planning Association
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Education and Experience
In
2003, Greg obtained the Accredited Investment Fiduciary® (AIF®),
designation. A fiduciary must be able to demonstrate that portfolio assets
are being prudently managed and that sound investment practices are being
followed. This includes a comprehensive overview of fiduciary
standards of care, asset allocation, preparation of investment policy statements,
manager search and due diligence, performance measurement, and other related
subjects.
This training dovetails well with Greg's experience over
the past twenty years, when he received a MSM, Masters in Management, degree. After working
primarily through foundation work, and charitable/ tax planning in
the 1980s, in 1992 he founded Money with a Mission, and obtained licenses
to practice investment management and financial planning. Becoming
a fee-only advisor in 1995, as an Investment advisory rep with the First
Affirmative Financial Network, FAFN, Greg continues to get regular ongoing
education in the field. In addition, Greg has completed all coursework
for the certified financial planner designation, and retains student status.
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Community
Involvement
Greg
has a long history of community service work. This work has ranged from volunteering
at what was called ‘The Pound’ (today’s
animal shelter) as a teenager to serving in trustee positions on boards.
Current service and passions include Community Foundation work, The History
Center in Tompkins County, and the Finger Lakes Land Trust. Because of
a strong faith orientation, Greg also serves churches with Planned Giving
and Capital Campaign efforts. In the past he has been involved with many
organizations, including the following:
- Habitat for Humanity
- The Nature Conservancy, MA
- Responsible Wealth (a national organization
dedicated to social change for the wealthy)
- More than Money (helping
people with money consider what more is there)
- Leadership Tompkins (community
leadership training)
- Youth organizations
Money with a Mission/FAFN supports giving
back to community efforts through both volunteer time and donating
at least
10% of net profits
each year
to charitable and social change organizations. We also are on the “Honor
Roll” for the Social Investment Forum Foundation’s community
investing campaign, which indicates that more than 1% of overall assets
are in community investments.
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Disclaimer
Investment Advisory Representative of
First Affirmative Financial Network, LLC
First Affirmative is an independent Registered Investment Advisor registered
with the Securities and Exchange Commission.Back
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