Client Documents:

 

Client Information Form

 

Client Impact Preference Questionnaire

Privacy Policy

​

​

Regulatory Documents:

 

Form ADV:

Sustainable Advisors Alliance, LLC
ADV Part 2A Brochure

​

Jan Bryan, CFP®, AIF®
Form ADV Part 2B Brochure Supplement

 

Laura Isanuk, CFP®, AIF®, CFS®
Form ADV Part 2B Brochure Supplement

 

Harold J. Moran, CFP®, AIF®, CeFT®
Form ADV Part 2B Brochure Supplement

 

Julie Skye
Form ADV Part 2B Brochure Supplement

 

Pamela Stamper–Brandt, CFP®, AIF®
Form ADV Part 2B Brochure Supplement

 

Krista Strohoffer, CFP®, AIF®
Form ADV Part 2B Brochure Supplement

​

Form ADV Part 3 - Form CRS Client Relationship Summary

​

​

First Affirmative Downloads:

​

Why We Do What We Do by First Affirmative

​

First Affirmative Newsletters and Publications

​