Make Your Money Meaningful with Kimberly Griego-Kiel

“When I present a troubling issue, I also provide a positive potential outcome or something we can do.” – Kimberly Griego-Kie

Are you already familiar with Socially Responsible Investment principles? Kimberly Griego-Kiel believes that everyone has the power to make choices that have a positive impact on society, and helps people invest in mutual funds that align with their values. In this conversation, she discusses the different ways in which impact investing can be measured and how it is not always an issue with performance. She also discloses that there is a growing trend of sustainable impact investors and clarifies that impact investments are not only financially beneficial but also socially and environmentally responsible. Let’s start where financial values and goals meet!

Kimberly Griego-Kie, MBA is a Chief Executive Officer and Accredited Investment Fiduciary™ (AIF) who is committed to helping investors achieve financial success while simultaneously pursuing positive environmental, a social, and economic change consistent with their values. She brings a socially engaged, people-oriented perspective to her work in the investment world.

Kim launched her career in finance in 1998, working in the Santa Fe office of First Affirmative Financial Network, where she was mentored by strong leaders in the SRI field. In 2007, she founded Horizons Sustainable Financial Services. Now a leader in SRI herself, Kim mentors co-workers and employees who are equally committed to the values and goals of SRI.

Connect with Kim:

LISTEN NOW >> https://bit.ly/3amzFup 

Enjoy the FREE download of 7-Steps to Building Resilient Wealth
Ready to create wealth that lasts? Download our free eBook, How to Create Wealth that Outlives You

Discover the top 6 reasons to diversify outside of Wall-Street: https://bit.ly/3y1cuNr

 

Let’s Connect! You can connect with our host Felecia Froe on Instagram, Facebook, and Twitter. Be sure to check out her website https://moneywithmission.com/ to discover investment strategies designed to make a difference!

If you would like to schedule a call with Felecia, go to https://calendly.com/feleciafroemd and she will be more than happy to talk with you!

 

Share:

Facebook
Twitter
Pinterest
LinkedIn

Related Posts

ICYMI: Money Tales: Money’s Everywhere with Dr. Felecia Froe

In this ICYMI conversation, Dr. Felecia Froe sits down with Sandi Bragar and Cammie Doder on the Money Tales podcast to trace the money narrative that shaped her from childhood all the way to founding Money With Mission. She opens up about watching her mother stay in a domestic violence relationship for financial reasons, the credit card mistakes she made in medical school, and how she used the CASHFLOW 101 game to teach her own daughters about money years before most parents even start the conversation. Felecia also walks through the deal that changed everything: a patient named Jamie who challenged her to buy her first real estate property and removed all the risk in doing so.

Foundations #10: You’re Not Bad with Money

You’re not bad with money. In this Foundations episode, Dr. Felecia Froe speaks directly to every woman carrying the belief that she’s somehow failed at money, whether she’s avoided her finances for years, watched a high income never translate into confidence, or is still making sense of a setback that shook her trust in herself. Felecia reframes the whole story: what looks like carelessness is actually overwhelm, what looks like incapability is actually a lack of preparation, and what looks like personal failure is actually a systemic failure.

ICYMI: How to Invest When You’re Scared (Because Everyone Is) with Dr. Felecia Froe

Felecia Froe became a urologic surgeon after succeeding in medical school and urology residency. Somehow she knew this wasn’t the last thing she would ever do. Her mind as rewired about the idea of money after reading Rich Dad Poor Dad by Robert Kyosaki. In this ICYMI conversation with Mary Katherine Johnson of Planet Wealth, Felecia traces her path buying 18 properties in two years, losing nearly everything in the 2008 crash, and rebuilding into a social impact investor who’s now running sober living homes and fighting food deserts. She gets honest about the fear that doesn’t fully go away, even after decades of deals, the mindset shift from working for money to making money work for you, and why she believes no woman should ever feel financially stuck in a job or relationship.