# Planning for Good

- **Website:** <https://planningforgood.co>
- **Primary alias:** `planningforgood.co`

## Description

Planning for Good is a virtual financial planning brand focused on helping busy professionals and the LGBTQ+ community make intentional, values-aligned financial decisions. Its approach combines ongoing planning with wealth strategies, offering a transparent process intended to help clients organize their finances, protect income and assets, manage fees and taxes, and navigate changing markets with confidence. Services include comprehensive financial planning, retirement income and investment planning, investment management, tax planning, insurance strategies, and support for modern families, including LGBTQ+ and blended families. The firm also offers WealthBuilder for people starting to invest. Planning for Good emphasizes fiduciary guidance, inclusion, and respect for clients’ individual circumstances and family structures. New clients begin with a comprehensive financial plan; the stated minimum fee is $2,500, with the final fee varying according to planning complexity. The website notes that securities and advisory services are provided through Cambridge Investment Research and its affiliated registered investment adviser, which are separate entities from Planning for Good.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/planning-for-good)
- [twitter](https://twitter.com/PFG_KMT)
- [facebook](https://facebook.com/KarenMeloCFP)
- [instagram](https://instagram.com/planningforgood.kmt)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idySxl5Jre/w/300/h/65/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790436262014)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idySxl5Jre/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790436262111)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Blue Chill | #087e98 | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idySxl5Jre/w/2000/h/600/idYR8W6okB.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790436262381)

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_Source: <https://brandfetch.com/planningforgood.co>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._