Specialty:

Holistic Financial Planning

Socially Responsible Investing

Professional Focus and Services:

At Conscious Impact Financial Planning, we are interested in you more than we are your assets. We want to work side by side with people who share our vision of investing based on your values. We are committed to continually working toward understanding your family’s values and desires.

We take a holistic approach to financial planning. Therefore, our plans are dynamic and continuous, not meant to be a one-time project. We have engineered our process into six parts, to help your family at any stage in life. Whether you are just beginning and primarily focused on cash management, or already evaluating what will be left after you are gone, our process can guide you.

As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests and values. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.

Education and Experience:

Meghan Lape has spent the last 14 years conducting financial life planning, counseling, and education and is dedicated to empowering others to transform their finances into personal advocacy. She received a Bachelor of Science in Accounting from Franklin University and Masters of Science in Family Financial Planning from University of Nebraska-Lincoln.

Community Involvement:

Meghan is a passionate and active volunteer for the Financial Advocacy Movement, a registered 501(c)3 charity. Her work within the organization has led to the development and implementation of their financial wellness program, the core component of their educational mission. When she is not volunteering for FAM, Meghan can be found vigorously advocating for the LGBTQIA2+ community in her educational and business networks.

Personal Message:

Not everyone has the inclination or time to spend planning their finances and life goals. My passion is to not only assist with this, but to also help clients see that the currency they are really after is not just dollars and cents, but time and opportunity.

I know that every family is unique in their dynamic and needs, which is why I believe financial plans should be customized to each family’s circumstances, no matter the gender or sexual orientation of its members, or number of relationships involved.

Disclaimer:

Meghan Lape is an Investment Advisory Representative (IAR) with Conscious Impact Financial Planning LLC, an SEC Registered Investment Advisor. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Additional information about Conscious Impact Financial Planning, LLC is available on the SEC’s website at www.adviserinfo.sec.gov  (CRD number 307861).