Allison & Rohit


Allison and Rohit are a financially comfortable family — Allison teaches at a public school, and Rohit is the leader of a local union. They enjoy travel and time with family and friends. Recently, they inherited a notable amount of Apple shares. They don’t approve of the company’s human rights record, and know they likely need to diversify — but they weren’t anticipating making any major life changes in the near future. We’ve helped them strike the right balance for them and they love that they can focus on their kids and work in the community rather than needing to become investment experts. We set up a system that enabled them to diversify their investments, improve their ability to support justice causes, and align their values with their financial life.