Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals. We offer financial planning, investment management & tax services with this focus. 

We are fee-only and an independent advisory firm, meaning we never earn a commission and are product agnostic. We are focused on what advice is best for your situation.

We have core service offerings along with a few specialized areas of service:

• Global/Cross-Border Financial Planning 

• Business Succession Planning & Business Value/Growth Consulting

• Impact Investing - considering the impact your investments are making (social values, regional focus, environmental impact, etc.)


If you are interested in talking more, please:

Message me on LinkedIn
Email me at bspencer@planningimpact.com
Visit www.planningimpact.com & book an introductory call!

Please note - no post, comment or activity on my LinkedIn profile should be taken as financial advice.

Impact Financial

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