Important Questions to Answer

A socially responsible financial plan should be based on your personal needs, goals, and values.

BUT, before you move forward be sure you've done this.

NOW, answer the following questions:

What are your needs?

Your needs are easy to understand and should follow from basic financial planning principles regarding your financial needs at various points in your life. Fortunately, there are SRI options in every dimension of the investment universe to meet your financial needs.

What are your goals?

Your goals relate to your dreams. Here it is important to think big and think practical. Regardless of the goal, it is necessary to account for how it will be attained and if it has financial implications.

What are your values?

Your values are central to your personal view of the world and are most important when considering SRI. What do you care about? What bothers you in the headline news? Do you have strong beliefs? Almost any value you have can be considered when investing assets with social responsibility.

These questions need to be answered in order to establish a financial plan and to invest the dollars to meet the plan in accordance with you values. ...more about values

In summary the basic questions are:

• What are your needs? (short/long term)
• What are your goals? (short/long term)
• What are your values? (social, environmental, business)