--- title: ValuesAdvisor Happenings description: Stories about our users and resources to help support them --- [Skip to content](https://portal.valuesadvisor.org/blog#main-content) [![](https://portal.valuesadvisor.org/hs-fs/hubfs/ValuesAdvisor_Logo-01(1).png?width=640&height=147&name=ValuesAdvisor_Logo-01(1).png)](https://www.valuesadvisor.org/) Open main navigation Close main navigation - [Contact us](mailto:info@valuesadvisor.com) [Contact us](mailto:info@valuesadvisor.com) # VALUESADVISOR  Accelerate your Social and Environmental Impact by Finding the Right Financial Advisor [![](https://portal.valuesadvisor.org/hubfs/VA%20blog%20images%20s.png)](https://portal.valuesadvisor.org/blog/how-to-reach-out-to-a-financial-advisor) ## [How to Reach Out to a Financial Advisor: What to Say and What to Share](https://portal.valuesadvisor.org/blog/how-to-reach-out-to-a-financial-advisor) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 4/29/25 12:06 PM [Read more](https://portal.valuesadvisor.org/blog/how-to-reach-out-to-a-financial-advisor) [![](https://portal.valuesadvisor.org/hubfs/5%20ways%20to%20find%20advisor%20image.png)](https://portal.valuesadvisor.org/blog/5waystofindanadvisor) ## [5 Questions to Help You Find a Values-Aligned Financial Advisor](https://portal.valuesadvisor.org/blog/5waystofindanadvisor) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 4/16/25 11:00 AM Why Work with a Financial Advisor? You might consider hiring a financial advisor during key life tra... [Read more](https://portal.valuesadvisor.org/blog/5waystofindanadvisor) [![](https://portal.valuesadvisor.org/hubfs/Your%20paragraph%20text.png)](https://portal.valuesadvisor.org/blog/empower-your-investments-with-values-aligned-investing) ## [Empower Your Investments with Values-Aligned Investing](https://portal.valuesadvisor.org/blog/empower-your-investments-with-values-aligned-investing) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 9/9/24 11:35 AM Investing isn't just about financial returns—it's also about creating social returns and using your ... [Read more](https://portal.valuesadvisor.org/blog/empower-your-investments-with-values-aligned-investing) [![](https://portal.valuesadvisor.org/hubfs/Questions%20to%20Ask%20a%20Financial%20Advisor%20in%20your%20first%20meeting.png)](https://portal.valuesadvisor.org/blog/what-to-ask-in-an-advisor-interview) ## [Questions to Ask a Financial Advisor in Your First Meeting](https://portal.valuesadvisor.org/blog/what-to-ask-in-an-advisor-interview) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 1/22/24 10:56 AM Your first meeting with a financial advisor is where you will start to learn whether their approach,... [Read more](https://portal.valuesadvisor.org/blog/what-to-ask-in-an-advisor-interview) [![](https://portal.valuesadvisor.org/hubfs/VA%20blog%20422%20images%20(72%20%C3%97%2036%20in)%20(1).png)](https://portal.valuesadvisor.org/blog/faq) ## [ValuesAdvisor FAQ](https://portal.valuesadvisor.org/blog/faq) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 1/16/24 11:10 AM [Read more](https://portal.valuesadvisor.org/blog/faq) [![](https://portal.valuesadvisor.org/hubfs/Screen%20Shot%202023-03-27%20at%2011.09.41%20AM.png)](https://portal.valuesadvisor.org/blog/find-advisor-with-confidence) ## [How to Find a Values-Aligned Advisor With Confidence](https://portal.valuesadvisor.org/blog/find-advisor-with-confidence) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 6/26/23 11:39 AM Money can be a difficult topic for many people, no matter what their financial needs are. Especially... [Read more](https://portal.valuesadvisor.org/blog/find-advisor-with-confidence) [![](https://portal.valuesadvisor.org/hubfs/VA%20blog%20422%20images%20(72%20%C3%97%2036%20in)%20(1).png)](https://portal.valuesadvisor.org/blog/what-is-a-financial-advisor-do-i-need-one) ## [What is a Financial Advisor? Do I Need One?](https://portal.valuesadvisor.org/blog/what-is-a-financial-advisor-do-i-need-one) ![Picture of Kate Simpson](https://portal.valuesadvisor.org/hs-fs/hubfs/Screen%20Shot%202023-06-30%20at%2011.58.14%20AM.png?width=50&name=Screen%20Shot%202023-06-30%20at%2011.58.14%20AM.png) [Kate Simpson](https://portal.valuesadvisor.org/blog/author/kate-simpson) 6/12/23 4:14 PM [Read more](https://portal.valuesadvisor.org/blog/what-is-a-financial-advisor-do-i-need-one) [![](https://portal.valuesadvisor.org/hubfs/minicourse%20photos%20(29).png)](https://portal.valuesadvisor.org/blog/how-to-break-up-with-your-current-advisor) ## [Four Steps to Leave Your Advisor](https://portal.valuesadvisor.org/blog/how-to-break-up-with-your-current-advisor) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 11/15/22 4:01 PM [Read more](https://portal.valuesadvisor.org/blog/how-to-break-up-with-your-current-advisor) [![](https://portal.valuesadvisor.org/hubfs/Ellen-3(2)%20Napa%203-jpg.jpeg)](https://portal.valuesadvisor.org/blog/a-valuesadvisor-success-story) ## [A ValuesAdvisor Success Story](https://portal.valuesadvisor.org/blog/a-valuesadvisor-success-story) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 3/15/22 4:19 PM About ten years ago, when I became an inheritor, all I knew was that I wanted to get the money out o... [Read more](https://portal.valuesadvisor.org/blog/a-valuesadvisor-success-story) [![](https://portal.valuesadvisor.org/hubfs/Lisa%20Renstromm%20Photo%20Napa%204-1.jpg)](https://portal.valuesadvisor.org/blog/our-founders-story) ## [Genesis Story](https://portal.valuesadvisor.org/blog/our-founders-story) ![Picture of ValuesAdvisor](https://portal.valuesadvisor.org/hs-fs/hubfs/VA%20Favicon.png?width=50&name=VA%20Favicon.png) [ValuesAdvisor](https://portal.valuesadvisor.org/blog/author/valuesadvisor) 3/15/22 3:12 PM I created ValuesAdvisor because I want to make it easier to find a values-aligned financial advisor,... 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