Communitas Financial Planning

Investment advising

San Francisco, California

United States

communitasfinancial.com

About Communitas Financial Planning

Communitas Financial Planning is a San Francisco-based fee-only firm offering financial planning, socially responsible investment management and retirement plan services. They work nationally with individuals and families, businesses and non-profit organizations to integrate their political and social values with their financial goals.

Fee-only means that they do not accept commissions, revenue sharing or other third-party payments. Since their compensation comes only from clients, they reduce the potential for giving conflicted advice. Communitas believes that the investment world, with its long history of conflicts of interest, needs to change to align its interests with those of its clients, and they see the fee-only approach as one strategy for helping make that happen.

We wanted to be the change in business that we want to see in the world. And B Corps represent a broad movement in business to effect positive social change of which we wanted to participate in and contribute to.

The Change We Seek®

Communitas Financial Planning is committed to helping clients achieve their progressive, sustainable, and socially responsible goals through financial planning and investment advice. They are not only experienced fiduciaries and fee-only financial planners--but friends of the environment and advocates for social justice. And we are wholly dedicated to savvy, practical financial advice.

They partner with working, middle class and LGBT families and individuals, cultural workers, helping professionals, scientists, engineers, small business owners, and political activists. They equip individuals with the tools, knowledge, and strategies to achieve their personal financial goals while making a positive impact on the world.

What makes us a better company?

B Impact Report

Certified since: 

July 2012
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

10
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

20
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

28
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

20
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

7
6
Overall B Score
85
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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