sustainability Together Planning
Lia Bertelson

What is SRI?

We often come across clients and prospects who have never heard of Socially Responsible Investing (SRI).  Additionally, if people have heard of it, they often

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Best Laid Plans
Lia Bertelson

Best Laid Plans

The best laid plans are still the best plans when plans go awry… I am a planner. Not just in my job, but in my

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You Are Dust
Lia Bertelson

You Are Dust

Yesterday was Valentine’s Day, a day for showering love on family, friends, and even strangers. In my faith tradition, yesterday was also Ash Wednesday, the

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