Personalized Coaching:
Align Your Investments with Your Values

• Values aligned Investing doesn’t need to feel overwhelming.
• Our personalized coaching service combines self-paced learning with hands-on support
• to guide you through aligning your financial investments with what truly matters to you.
•  
• Kate Simpson, co-founder of ValuesAdvisor and a trained coach,
• will work with you one-on-one to explore your money story,
• clarify your values, and empower you to take action.

What You'll Do:

Explore Your Money Story
Uncover the roots of your financial decisions and how they connect to your personal journey.

Clarify Your Values
Identify what truly matters to you—both personally and in the world around you.

Learn the Basics of Impact Investing
Learn impact investing terminology and about the type of impact you can have in different asset classes. 

What’s Included:

• - Personalized Coaching Sessions: Work directly with Kate to identify your goals, values, and impact priorities. You choose the number of sessions you need. 
• - Self-Paced Online Course: Access a free impact investing course that walks you through the essentials of values-aligned investing.
• - Guided Tools and Resources: Use our worksheets and guides to evaluate decisions and feel confident in your next steps.

Ready to Begin?

Start with a complimentary 30-minute session to learn more and see if coaching is a fit for you.

"With years of experience helping investors align their wealth with their values, I’m here to make sure you have the support and insight you need to find an advisor who will not only grow your wealth, but do so in ways that reflect what matters to you most. As a Co-Founder of ValuesAdvisor, I’ve guided countless individuals through this process, and I’m passionate about helping you feel confident, empowered, and supported as you make these decisions."