Meet SoCon Member Tim Martin, Founder of Handcrafted Financial Values
As an evangelist of corporate social responsibility and socially conscious business, I often talk about the power consumers have when voting with dollars. When I met Tim Martin and started learning about his business, Handcrafted Financial Values, I realized that conscious consumerism is only part of the story: Conscious investing is an equally important part of the equation.
Lessons from the Interview
This interview shed light on many exciting opportunities for socially conscious professionals.
Vote With Your Dollars Through Impact Investing
Handcrafted Financial Values is a sister company to what we do: Among the Stars Consulting focuses on helping socially conscious businesses reach socially conscious consumers, while Handcrafted Financial focuses on helping socially conscious investors find socially conscious businesses. This flow of money is how we can help socially conscious businesses grow very large.
Empowering Clients to Invest In What Matters to Them
As a former military attorney-turned-environmental lawyer, sustainability is important to Tim. When he interviews clients, he makes sure to find out what they value, so he can match their investment portfolio accordingly. Client values have ranged from sustainability, employee rights, corporate social responsibility, diversity in the workplace, or any other values clients hold dear. This type of advice is as personalized as it gets, more than earning Handcrafted Financial Values name.
Control of Your Financial Future
Handcrafted Financial Values offers what Tim calls “holistic financial planning”. This means he not only helps clients with socially conscious investment planning, but with everything else as well:
- Estate planning
- Tax assessment
- Student loans
- Life events
Why offer all this? As Tim puts it, “Finances affect every aspect of our lives.” Investments, he tells me, are just one piece of the puzzle. Professionals just starting to take off in their careers often have many different financial needs to plan for long-term success, not just investing. “Anything that causes anxiety, I can help with.”
Accessibility to Financial Tools
Many financial planners require investors to already have assets in order to even begin the process, or have income requirements. Tim gives accessibility by using a different business model: Instead of commissions, Handcrafted Financial Values uses a monthly fee structure. Plans start at an unbelievably low $50 per month, which is within reach for mid-career professionals. And, because there are no commissions involved, there are no incentives to him as an advisor other than providing clients with the best solutions.
“This will help young career professionals see a much better immediate and long-term outcome,” he notes.
Navigating Values Investing Opportunities
Tim acknowledges that socially conscious investing is growing rapidly based on public sentiment around the role of business in society. More funds are opening every month, with high ratings and a lot of analytics data. As more data and opportunities open up, having an expert financial advisor to help make sense of these becomes more valuable as well.
Ready to Talk With Tim?
Email Tim at Tim@handcraftedfinancialvalues.com to schedule your free, no-pressure consultation, or fill out the form below: