Coaching

With Kate Simpson

 
 

As a Co-Founder of ValuesAdvisor and a trained educator and coach, I can help you in one-on-one conversations:

the process of finding the Right Values Aligned Financial Advisor

  • Provide you with an accountability buddy to continue forward with an advisor search (or get started).

  • Narrow down your list to a few choices to interview.

  • Identify the information to ask an advisor in an interview.

  • Construct outreach to advisors and more.

In addition, I can help you:

  • Explore your money story: There are many unconscious and subtle messages you received about money while growing up that impact your relationship with money and investing.

  • Learn about the Impact Investing field: I will help demystify impact investing concepts and terminology and share resources I've developed to help you better understand the field.

  • Clarify what values are best suited for a values aligned strategy: Using tools I’ve developed, I’ll help you determine what impact themes you should apply to your investments.

let’s find a time to meet

Kate Simpson is the Co-Founder and Head of Outreach for ValuesAdvisor, an online platform that helps investors find a financial advisor who specializes in values-aligned investing. She's also a trained life coach, teacher, and Co-Author of Take Two: A Journal for New Beginnings, a journal published by Chronicle Books that helps people learn how to build resilience.

With more than 20 years of experience in the impact investing field, Kate brings her understanding of the power of resilience, knowledge of the impact investing field, and formal training in education to help investors of all backgrounds learn to align their investments with their values.

Kate offers guidance and expertise to individual investors through her online course “Invest With Purpose” and an individual coaching practice. She also facilitates workshops with organizations like ValuesAdvisor, Invest For Better, and Silicon Valley Social Venture Fund (SV2).

Kate holds a Master's degree from Stanford University. She lives in Maine with her husband and three kids and enjoys the outdoors as much as possible.