Aware Money Journey

The Aware Money Journey is a 6-month coaching and consulting engagement for individual investors and financial advisors who completed one of my courses.

For Individual Investors

Prerequisite: Attending my course Toward Aware and No-Harm Investing or my course Toward Aware and Values-Center investing

SCOPE

  • Six-hours of individualized coaching and consulting
  • Assess your starting point
  • Determine feasibility of implementing Aware and No-Harm Investing™ in your portfolio
  • Determine percentage of your portfolio for DIY investing (Positive and Restorative Investments™)
  • Extensive list of no-harm, positive and restorative investments
  • Develop TANHI implementation plan
  • Determine composition of your positive portfolio
  • Determine composition of restorative portfolio
  • Optional referral to financial adviser/s practicing aware and no-harm investing for the rest of your portfolio

  • COST$5,000

For Financial Advisors

Prerequisite: Attending my course Toward Aware and Values-Centered Investing

SCOPE

  • Ten-hours of individualized coaching and consulting
  • Assess your starting point in your practice
  • Determine feasibility of implementing Aware and No-Harm Investing™ in your personal portfolio or in your wealth management practice
  • Walking clients through the process of creating a Personal Investment Compass
  • Determine % of your portfolio or of your clients’ portfolios dedicated to Positive and Restorative Investments™
  • Extensive list of no-harm, positive and restorative investments
  • Assistance with client education and communication
  • Optional referral to sub-advisor/s practicing aware and no-harm investing

  • COST$10,000

About Marco Vangelisti

Marco Vangelisti, Chartered Financial Analyst (CFA) is a 100% Aware™ and No-Harm™ Investor with a longstanding commitment to Positive and Restorative Investing™.  He is a founding member of Slow Money and has been on the leadership team of the Slow Money Northern California Network from its inception in 2009 to 2020.  Prior to his shift in focus toward no-harm, positive and restorative investing, he spent 20 years in the finance industry, where he managed investment equity portfolios on behalf of large foundations and endowments and developed statistical risk models for equity and fixed income markets around the world. Marco was a Fulbright scholar in Mathematics and Economics at the University of California in Berkeley, earned an MBA at the Milan-based “Enrico Mattei” school in his native Italy, and a Master of Fine Arts at the intersection of public art and ecology in the U.S. He taught portfolio management, asset allocation, performance analysis, and risk analysis at the San Francisco CFA Institute for 12 years. He is dedicated to democratizing financial literacy and no-harm investing.

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