Planning for Progress
Planning for Progress provides ongoing financial planning and investment management services to socially-conscious and politically progressive clients in the Washington, DC area and nationwide. Our clients include union organizers, social justice advocates, federal employees, religious leaders, and professionals in a wide range of fields who want to align how they think about money with their personal values, all while planning for a sustainable financial future.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.