Communitas Financial Planning

At Communitas Financial Planning, we're more than just a financial planning firm - we're a community of like-minded individuals who believe that our finances should align with our values. We're a team of experienced fiduciaries and fee-only financial planners who are committed to helping our clients achieve their progressive, sustainable, and socially responsible goals.

Our Philosophy

We believe that financial planning should be accessible to all, regardless of income or socioeconomic status. That's why we're committed to providing affordable and comprehensive financial planning services to working-class individuals, middle-class families, and non-profits. We're also dedicated to incorporating socially responsible investing into our approach, which means that our investment strategies are designed to promote a peaceful and just world for all.

Our Mission

Our mission is to empower our clients to take control of their financial lives, while also making a positive impact on the world. We achieve this by providing personalized financial planning services, retirement plan design and management, and socially responsible investing solutions. Our team of experts is committed to staying up-to-date on the latest industry trends and research, ensuring that our clients receive the most effective and informed guidance possible.

Our Team

Meet our founding principles, Jim Frazin, CFP, AIF, and Sarah Orantes, Client Services Manager. Jim is a seasoned financial planner with over two decades of experience in the industry, and Sarah brings a wealth of client service expertise to our team. Together, we're dedicated to providing exceptional service and personalized guidance to our clients.

Our Services

At Communitas Financial Planning, we offer a range of services designed to help our clients achieve their financial goals. These include:

• Fee-only financial planning services, which provide a comprehensive review of our clients' financial situations and create a customized plan to help them achieve their financial objectives.
• Socially responsible investing, which allows our clients to align their investments with their values and promote a peaceful and just world.
• Retirement plan design and management, which helps employers create high-quality, cost-effective retirement plans for their employees.

Our Values

At Communitas Financial Planning, we believe that everyone deserves access to affordable and comprehensive financial planning services. We're committed to providing our clients with the highest level of service, expertise, and professionalism, while also striving to make a positive impact on the world.