Professional Focus and Services

The clients at Just Money Advisors tend to be people of deep commitments, people who work for peace, look for ways to create more justice in the world, make choices that minimize their negative environmental impact. They come to the financial planning process with strongly held values that they want to apply to their financial lives.

But they also hold strong commitments to their financial well-being and that of their families. They want to make the most of their incomes with good tax planning. They want to finance their children’s college educations in a smart, ethical way. They want to manage their retirement wisely.

The good news is that with Just Money Advisors, it is possible to have financial well-being in line with your values and to know that both your financial concerns and life values are heard. It’s possible to invest capital in people who can use it to change their lives. It’s possible to leave a legacy of justice and sustainability for future generations.

As part of the team at Just Money Advisors, Susan Taylor helps people manage their financial lives, framed by their visions of a healthy world. Susan offers careful listening, strategic planning, and a range of socially screened investment options.

How We Work

Most of our clients retain Just Money Advisors for ongoing, fee-only investment management and financial planning. We do not work for commissions. Our goal is to develop and maintain long-term working relationships with our clients. We are committed to knowing our clients well enough that we understand your financial goals, the motivations behind those goals, and your social and environmental concerns. We work to fashion investment portfolios designed to meet your unique needs while reflecting your personal values and social priorities.

We are compensated for the services we offer in one of two ways, depending on the type of client relationship.

Asset-Based Fees

Our fees for investment management services are based on a percentage of assets under management and vary depending on the total value of the client’s accounts. We will be happy to show you our fee schedule.

Hourly Planning/Consulting Fees

For people with targeted questions, we are available to work on an hourly basis. Perhaps you are looking for a financial overview or retirement projection, an answer to that key question, “How am I doing financially?” Hourly work may also be appropriate if you are looking for help with planning for college funding, a review of your current investment portfolio, or other specific questions.

Community investment consultations include a brief overview to ensure whether community investing is appropriate in your situation, discussion of the many options available to people who want to put their money to work for maximum social impact, and guidance through the community investment process.

Location

Just Money Advisors has clients in more than 25 states in the US. If you’re comfortable working by phone and e-mail, distance is no barrier. JMA advisors also make regular trips to several regions where a number of clients reside.

Professional Affiliations

Susan is an investment advisory representative of First Affirmative Financial Network, a national network of socially responsible financial professionals. She is a member of the Social Investment Forum and Green America (formerly Co-op America).

Education and Experience

Susan joined Just Money Advisors as a financial advisor in 2000. Prior to that, she worked as an economist for the corporate treasury division of a multi-national bank based in North Carolina. That experience and her Ph.D. in economics earned from the University of Maryland, College Park, give her a careful eye for both the big-picture of the economy and for details of data analysis—powerful tools when focused on individuals’ financial situations, goals, and investments.

Susan also earned the Accredited Investment Fiduciary® designation in 2003. This designation means that the advisor puts the client’s best interests ahead of all other interests, the only ethical way to conduct financial business, in Susan’s opinion.

Community Involvement

Susan writes about issues of money and spirituality and works with groups teaching children and young people about issues of money and faith. Susan serves on the board of directors of Faith & Money Network. She accompanies on piano the choirs at a local school, and is active as a parent of two children in public schools.

Disclaimer
The individuals doing business as Just Money Advisors are Investment Advisory Representatives of First Affirmative Financial Network, LLC (SEC File #801-56587, www.firstaffirmative.com).

*Just Money Advisors is not a registered entity and is not an affiliate or subsidiary of First Affirmative.
Back to Top

The credential AIF® listed above page bears a trademark; for technical reasons, trademarks are not shown above. We appreciate your understanding in this matter.