Client Forms & Resources

Disclosure Forms (files for your use in Adobe pdf format)

ADV Brochure - the formal description of business practices and fees for Ecolibrium Financial Planning

Code of Ethics - Statement of ethical conduct for Ecolibrium Financial Planning

Client Forms (files for your use in Adobe pdf file format)

Confidential Questionnaire - for developing a comprehensive financial plan

Cash Flow Questionnaire - for performing a cash flow analysis

Risk Tolerance Questionnaire - for determining preferred asset allocation

Data Request Form - for identifying outstanding items

SRI Questionnaire - for understanding investment values

Financial Planning Resources (links to other web sites)

Investopedia - Forbes site on personal finance and investing

Yahoo Finance - for current news, quotes and general financial information

BankRate - for interest rates, mortgage quotes and more

Financial Literacy - for financial education and money management skills

Dave Ramsey - blunt, direct help and resources for getting your finances in order

Socially Responsible Investing (SRI) Resources (links to other web sites)

Natural Investments - investment advisor firm for managing investment assets

First Affirmative Financial Network - nationwide network of investment professionals specializing in SRI

Social Funds - personal finance site for socially responsible investing

US/SIF - The Forum for Sustainable and Responsible Investment

SRI Advocacy - US/SIF site for shareholder resolutions and proxy voting information

Natural Capital Institute - organization dedicated to restoration and creators of WISER index

SRI Studies - UC Berkeley research site with key studies on effectiveness of SRI

Green America - membership organization for socially just and environmentally sustainable society

UN PRI - United Nations Principles for Responsible Investment, a partnership with the UNEP Finance initiative

Solari - an organization to help you create “real” financial and living wealth

Community / Social Lending (links to other web sites)

Community Investing Center - US/SIF resource for adding community investments to your portfolio

Calvert Foundation - invest in Calvert Community Investment (CCI) notes

Microplace - invest in microfinance around the world

Prosper - online community for lending and borrowing money

Kiva - online lending to the developing world

Reduce Your Footprint (links to other web sites)

Finger Lakes Climate Fund - fund to promote energy efficiency through carbon offset donations

TerraPass - funds clean energy projects to offset the carbon emissions you can’t eliminate

CarbonFund - offset your emissions, fight global warming

StoryOfStuff - a look at the underside of our production and consumption patterns

EnergyStar - find energy efficient appliances and lighting fixtures

IthacaCarShare - local car share non-profit for reducing car ownership and sharing cars

GreenForAll - building an inclusive green economy to lift people out of poverty

SustainableTompkins - an Ithaca-based coalition to ensure the well-being of our communities and region

Green Resource Hub of the Finger Lakes - expanding the regional marketplace for sustainable living

SnugPlanet - Ithaca business to protect the environment through improved building efficiency