Mission, Vision, Values

Alpine Lake

DRAFT

We believe in an equitable world where everyone can thrive.

We believe in a symbiotic relationship between people and the natural world, with healthy and biodiverse ecosystems.

We believe money is tool that can transform the world.

We believe we can empower our clients to help make the changes they wish to see in society.

Our company values: Clarity | Partnership | Confidence

Ella Financial Advising offers clarity, partnership, and confidence to vibrant, climate conscious people who are ready to align their money with their values. We combine personalized financial planning and coaching with socially responsible investment management to help you understand your relationship with money, gain clarity around your values and envision your best future while prioritizing what’s most important for you.

Clarity

We believe that understanding your finances and having a clear path to reaching your goals is the first step towards peace of mind.

Partnership

We work with people who want a long-term partnership where together we create a plan that uses your money and resources to live a fulfilling life that aligns with your deepest values while creating positive change in the world. We focus on who you are and what it is you want for yourself and loved ones. 

Confidence

By engaging with us you will feel confident that you have the guidance and support of a financial partner that knows you. You will learn to make informed decisions that enable you to reach your financial goals while feeling good about your investments.

Clarity

We get to the root of what’s important to you, who you are at your best self, and what your life looks like when you fully embrace these things. Financial coaching gives you clarity around what your values are and how they align with your finances. People feel fulfilled when they’re living a life that is in alignment with their values. We find that this is especially true when it comes to money. We will reflect on the way that you currently spend your money and create a plan for making any changes necessary to get it into alignment with your priorities and financial development.

Partnership

We had a client recently who told us that she felt like she was on the cusp of blossoming and just needed the courage and support to do it. That’s us. We provide the courage and support to help our clients not only acknowledge their dreams and goals but stand by their side and encourage them to take a leap to make them a reality. Change can be scary or liberating and safety can be stifling or supportive. 

 

We help take the fear out of talking about and managing your money. We’ll create the space for you to feel empowered to make bold financial decisions and use money as the tool that it is to live your best life, be your best self, and make a positive change in the world.

Confidence

Let’s take the power of fear out of your money story. Learn to manage financial stress by creating healthy money habits that sustain your path to financial freedom and boost your earning potential. What is your vision for the future? Let’s align spending, values and goals to create a clear path to the life that you envision.