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2021 Impact Report Thumbnail

2021 Impact Report

IMPACT Investing Insights Julie McDaniel CFP®

We are so thankful that 2021 brought our firm incredible growth and amazing new clients. We are appreciative of our partnership and the impact our investments are making on the world. We invite you to take a look at our 9-page Impact Report to learn more about how our investments compare to the benchmark on an overall ESG quality score, carbon footprint, clean tech, sustainable water, women on boards, and diverse workforce policy. 


Julie McDaniel, CFP® is a co-founder of IMPACTfolio® , a wealth management firm that specializes in IMPACT investing and holistic financial planning for one flat-fee.