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

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About Meghan Lape-Lefevre, CFP®, AFC, EA

My biggest challenge has been that those who need my services usually can’t afford my services.

So though our firm provides robust ESG and socially responsible financial planning services, it isn’t our most popular service.

Our most successful work has been with financial wellness as an employee benefit.

By proving to businesses that financial wellness has a high return on investment, while also helping them reach their sustainable development goals, everyone in the company wins.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Planning
  • Gen Y/Millennials
  • 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: $500+/mo
  • Assets Under Management: 0.50%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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