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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Recently Published

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December 3, 2021

The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.

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Annuities: Pros & Cons

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Is purchasing an annuity a smart investment for your financial future? Read on to learn more about the pros and cons of annuities.

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Applying for Life Insurance? Here's What to Expect

November 23, 2020

Applying for life insurance isn't exactly simple, but it shouldn't be scary either. We've outlined exactly what you can expect when pursuing a new policy.

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Ideal Clients

  • Coronavirus Relief
  • Holistic Financial Planning
  • Non-Traditional Life Path
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

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

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