Impact First Financial, Llc

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Description

  • At Impact First Financial we believe that all the decisions we make and actions we take with regard to our finances investments, spending, and philanthropy (ISP) have an impact on not just our individual persons, but also on our families, friends, community, and the world. By examining, identifying, and determining the impact we want to have, we can develop an impact strategy to purposefully create alignment and directional focus for that intentional impact. Our primary focus is to create impact alignment of financial resources throughout a clients business and/or personal life. In pursuit of impact alignment, we are able to provide the following services: Core Services Impact strategy development Financial coaching and consulting Impact investment policy statement development Corporate social responsibility Social enterprise formation and structural consulting Additional Support Services Coordination of legal, investment, accounting, and insurance professionals Bookkeeping and accounting services Asset management and investment oversight Financial analysis and operational dashboards Financial planning and education
  • location

    Headquarters:1224 Coast Village Cir Ste 11 , Santa Barbara, California, United States

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  • Impact First Financial, Llc phone

    Phone Number: +1 805-729-7345

  • Impact First Financial, Llc website

    Website: https://www.impactfirstfinancial.com

  • Impact First Financial, Llc employees

    Employees:2

  • Impact First Financial, Llc revenue

    Revenue:$0 - 1M

  • Impact First Financial, Llc legal name

    Legal Name:Impact First Financial, Llc

  • Impact First Financial, Llc's Social Media

    Impact First Financial, Llc linkedin
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  • |  NAICS Code: 523920  |

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Client Services Manager for Impact First Financial, Llc

Heidi Cougoule

Client Services Manager

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View Employees

Heidi Cougoule

Client Services Manager

Stephanie Logan

Operations Manager

Frequently Asked Questions regarding Impact First Financial, Llc

  • Where are Impact First Financial, Llc's Headquarters?

    Impact First Financial, Llc's Headquarters are in 1224 Coast Village Cir Ste 11 ,Santa Barbara,California,United States

  • What is Impact First Financial, Llc's phone number?

    Impact First Financial, Llc's phone number is +1 805-729-7345

  • What is Impact First Financial, Llc's official website?

    Impact First Financial, Llc's official website is https://www.impactfirstfinancial.com

  • What is Impact First Financial, Llc's Revenue?

    Impact First Financial, Llc's revenue is $0 - 1M

  • What is Impact First Financial, Llc's NAICS code?

    Impact First Financial, Llc's NAICS code is 523920

  • How many employees are working in Impact First Financial, Llc

    Impact First Financial, Llc has 2 employees

  • What is Impact First Financial, Llc's Industry?

    Impact First Financial, Llc is in the industry of Financial Services

  • Who is Impact First Financial, Llc's Client Services Manager?

    Impact First Financial, Llc's Client Services Manager is Heidi Cougoule

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