Lazarus Financial Planning, LLC

Lazarus Financial Planning specializes in holistic financial planning and investment management for enthusiastic socially responsible investors in their 20s to 50s.

Our clients are those:
-- Who seek a financial planner that helps them align their money life with their values
-- Who seek a financial planner to help organize, simplify, and release stress associated with money
-- Who seek a financial planner who guides both the integrated big picture and the nitty gritty details
-- Who are enthusiastic about socially responsible investments
-- Whose financial means are in line with the current minimum fee of $18,780/year
-- Who are timely communicators + active participants
-- Who value being proactive and intentional about money issues

Our Investment advice includes both Wall St and non-Wall St investments: progressive socially responsible mutual funds who engage in shareholder advocacy, and non-Wall St impact investments, such as global microfinance and organic farmland.

Please see our website for more details about our services, investment philosophy, and fees.