Communitas Financial Planning

We provide financial planning services—retirement and estate, insurance, budgeting, and investment management—to working and middle-class people, and non-profits and businesses. As a fee-only firm, we don’t take commissions, revenue sharing or other third-party payments so we can guide you with sustainable strategies that meet your financial goals and make a positive impact on the world. We are committed to helping clients achieve their progressive, sustainable, and socially responsible goals through financial planning and investment advice.