White Raven Financial
Do you want your investments to reflect your values? We are knowledgeable about sustainable and impact investing and can recommend investment vehicles that are in line with your values.
Are you worried that you don’t have enough for retirement? We can develop a financial plan which will prepare you with an understanding of your retirement needs, allowing you to feel confident and excited about your future.
Are there other financial questions that you need addressed? Our job is to listen to you, to learn your objectives and to understand your priorities. Together, we will develop the tools you need to achieve your goals.
Whether it is a financial retirement plan or customized investment portfolio, our stewardship will help guide you on your financial journey.
Our clients are individuals and small business owners who expect personalized service, excellence, integrity and dedication. Our compensation is fee based therefore you can be assured of unbiased advice. As a Certified Financial Planner, Diane operates as a fiduciary, always acting in your best interests.
Our office is located in a natural setting surrounded by a forest of native plants and trees. We believe that our surroundings affect us and being in an environment that is consistent with our deeply held values is important.