November 2020 NAPFA Advisor Magazine - Full Issue-November 2020 NAPFA Advisor Magazine

November 2020 NAPFA Advisor Magazine - Full Issue

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Being an ally in financial planning involves acknowledging privilege and using it to bring about change. This includes educating oneself on diversity and inclusion, advocating for diverse hiring practices, and supporting Black-owned businesses. A NAPFA advisor emphasizes the importance of financial planning and investment management, such as Albion Financial Group's comprehensive services for life transitions. The firm uses active investment strategies with individual stocks, bonds, and ETFs, and offers an ESG portfolio for clients interested in values-based investing. Albion is committed to fee-only services and utilizing technology for enhanced client experiences. They also prioritize diversity and inclusion, with initiatives for women in the industry. The advisor encourages new advisors to seek support and remain true to their values, highlighting the importance of diversity of thought and adaptability in the evolving landscape of financial planning.

Keywords

ally in financial planning

diversity and inclusion

Black-owned businesses

NAPFA advisor

investment management

comprehensive services

ESG portfolio

fee-only services

technology for enhanced client experiences

women in the industry