Sustainable Investing (ESG’s) with Vanessa Jilot

Did you know there’s a way to positively impact the world through specific socially conscious investments called ESG’s (environmental, social, and governance)? 

Whether you’re just starting your investment journey, or looking to diversify your portfolio, your financial choices are important and can have a major impact on your family, community, and the planet. My guest this week, certified financial planner (CFP®) and chartered retirement planning counselor (CRPC®), Vanessa Jilot, is diving into the ABCs of ESGs. Don’t worry if you don’t know what these are, we’re getting into all of it! Learn how you can start making socially responsible investments TODAY to contribute to the sustainability of our world. 

Ready to learn more about the evolution of investing in ESG’s? Let’s dive in!

What you’ll learn:

• The ABCs of ESGs: What they are and how to use them to make smart, impactful investment decisions
• If diverse portfolios & big returns are possible using ESG criteria
• How Covid has affected the world of sustainable investing - this may surprise you!
• Challenges you may face as you shift to a more sustainable portfolio and what to do about them 
• Greenwashing: What it is and what you need to look out for
• And much more!

Mentioned on the show:

Terra Blue WM website: https://www.terrabluewm.com/

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Email: carrie@sfmoneycoach.com