Professional Focus and Services

When you are as equally concerned about the world as you are about your own financial goals, you need financial advice you can trust. You need a relationship with a financial advisory firm that promises always to put your interests first. You need prudent professionals with proven experience.

We are a small and friendly community-oriented firm specializing in socially responsible financial services since 1988. We provide you with objective, ethical and personalized service. You also benefit from our strategic relationships with a widespread network of skilled professionals in the investment, financial planning, tax, pension, and estate planning fields.

Your Initial Consultation
Your financial needs and personal goals are the first things we discuss in your initial consultation with us. You describe your present and future goals, your feelings about risk and return, and your social concerns. Your questions about the depth and scope of our services are answered. Then, if you’d like to proceed, we can make recommendations on strategies. All fees are fully disclosed before we begin.

Your Choice of Services
Our services can be readily separated into three categories. While the majority of our clients work with us for a fee, based on an annual percentage of assets managed, we also consult on an hourly basis for financial planning and analysis. Occasionally, looking at life or health insurance may be appropriate as well.

Professional Affiliations

• Accredited Investment Fiduciary®
• Investment Advisory Representative: First Affirmative Financial Network, LLC
• Member: Social Investment Forum and Green America
• Honor Roll, Social Investment Forum’s 1% to Community Campaign

In addition, Laurie has been an active participant in the nationally based Calvert Group National Women’s Advisory Council, the regional Northwest Provender Alliance, and Eugene Oregon’s Lane County Businesses for Social Responsibility, Women’s Business Network, the University of Oregon’s annual Sustainable Business Symposium, and the Eugene Mayor’s Sustainable Business Initiative. Since relocating to Bellingham, WA in the summer of 2009, Laurie has joined the renowned progressive business group, Sustainable Connections, and participates actively in its programs.

Education and Experience

Laurie received her Accredited Investment Fiduciary® designation in 2004. She is a nationally recognized participant in the socially responsible investing industry, having served as a member of the Social Investment Forum since 1989 and as a network advisor of First Affirmative Financial Network since 1996. Laurie became an independent licensed insurance planner in 1987, licensed in Oregon and Washington states, and an investment advisory representative in 1988.

Prior work experience included early involvement in advertising and newspaper production, with a subsequent strong emphasis in the cooperative natural foods and health care non-profit sectors.

Community Involvement

Laurie McClain has a long and strong history of community activism. In Oregon, the Mayor of Eugene named her the 1992 Eugene Citizen of the Year. She has served on a variety of Oregon’s civic commissions, organizations, and non-profit boards including the Neighborhood Economic Development Corporation, Whiteaker Neighborhood Council, Lane Community College Business Development Center, Metropolitan Affordable Housing, League of Women Voters, Fortnightly Club, Eugene Public Library Foundation, Community Alliance of Lane County (CALC), Code Pink, and Women’s Actions for New Directions (WAND). Now in Bellingham, Laurie has joined the Friends of the Bellingham Public Library and looks forward to additional active community participation.

Personal Notes

Laurie lived in Eugene, Oregon from 1974 until 2009, when she relocated to Bellingham, Washington. She is delighted to now live near her grown son and his family, and is a proud grandmother. She looks forward to active participation in her new community.

Disclaimer
Investment Advisory Representative of First Affirmative Financial Network, LLC
First Affirmative is an independent Registered Investment Advisor (SEC File #801-5687).

*Socially Responsive Financial Advisors (SRFA) is not a Registered Investment Advisor with the SEC. First Affirmative and SRFA are not affiliates.Back to Top

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