Impact Financial jobs and careers

About Impact Financial

Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals. We offer financial planning, investment management & tax services with this focus. We are fee-only and an independent advisory firm, meaning we never earn a commission and are product agnostic. We are focused on what advice is best for your situation. We have core service offerings along with a few specialized areas of service: • Global/Cross-Border Financial Planning • Business Succession Planning & Business Value/Growth Consulting • Impact Investing - considering the impact your investments are making (social values, regional focus, environmental impact, etc.) If you are interested in talking more, please: Message me on LinkedIn Email me at bspencer@planningimpact.com Visit www.planningimpact.com & book an introductory call! Please note - no post, comment or activity on my LinkedIn profile should be taken as financial advice.