Meghan Lape-Lefevre, CFP®, EA Conscious Impact Financial Planning

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About Meghan Lape-Lefevre, CFP®, EA

My journey in finance started just after my transition becoming a military spouse. Having to move every three years, it was difficult to reinvent yourself and find new employment each and every time you were assigned somewhere new. Over the years I have done everything from teaching high school mathematics to preparing taxes and financial counseling, the latter of which I was happy to make my career.

After an excruciating divorce, I was forced to reevaluate all aspects of myself. I realized that I was not content simply doing financial counseling. As a counselor, there are strict limitations and I could in no way act as a financial adviser or a financial planner. Being frustrated by this limitation made it clear that financial planning is my true calling.

Every day, I find new ways to better serve our clients. And working with professionals that share the same values and vision as I do, I have no doubt CI Financial will continue to grow and make a real difference in our communities.

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Ideal Clients

  • Coronavirus Relief
  • Holistic Financial Planning
  • Non-Traditional Life Path
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $25+/mo
  • AUM: 1.00%

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