Industry: Social Services

Huguenot Financial Planning offers specialized financial guidance to individuals and families with a strong focus on socially responsible and ethical financial practices. As a fiduciary, fee-only financial planning firm, it prioritizes the best interests of clients while emphasizing community stewardship and long-term well-being. Although rooted in financial planning, the organization contributes to the broader social services landscape by assisting individuals through life transitions, such as retirement, career changes, or loss of a family member, with empathy and support.

Their approach is particularly helpful for those seeking clarity around complex life decisions, offering guidance grounded in respect, integrity, and an understanding of their clients’ unique values. Huguenot Financial Planning supports many nonprofit professionals, caregivers, and socially conscious individuals, making it a valuable ally in promoting financial empowerment within socially engaged communities. Their commitment to education and accessibility ensures clients are active participants in their financial journeys. The practice is known for its transparent, client-centered service and a deep commitment to making financial planning a tool for personal and community enrichment.

Key Services:

– Holistic financial planning for individuals and families
– Retirement preparation and income planning
– Budgeting and cash flow management
– Financial guidance during major life transitions
– Investment advice aligned with client values
– Specialized support for nonprofit professionals and social workers
– Socially responsible and impact-driven financial strategies
– Fee-only, fiduciary-based financial services for unbiased advice