Are Your Investments Aligned with Your Values?

You care about equity, climate, and the well-being of people and the planet. But what if your investments are funding the exact opposite?

The Ethical Investing Snapshot is a simple, personalized review to help you:

  • Understand what your current investments are really supporting

  • Explore how aligned they are with your core values

  • Walk away with next-step clarity (not overwhelm)

No jargon. No judgment.

Just an honest look—through your values lens—at where your money sleeps at night.

Hey there!

I’m Toffler. While my dad had me opening a Roth IRA account at age 14, I was never interested in money or investing.

A MAJOR turning point for me was when I realized my money could be used for good and actually contribute to a better world. If you’re wondering if the same is possible for you and your money, then jump on the waitlist and let’s explore what’s possible.

I'm opening up just 5 founding member spots for this brand-new offer. As a founding member, you’ll receive:

  • A personalized video walkthrough of your investment snapshot

  • A curated resource list to explore values-aligned investing on your own terms

  • A special founding-member rate (discounted from future pricing)

Now Accepting Waitlist Sign-Ups for Founding Members

What This Is (and Isn’t)

✅ For people who manage their own investments
✅ Focused on education, reflection, and action
✅ Based on your values—not anyone else’s
❌ Not financial advice or product recommendations