Financial choices for who you are and where you are.

We can all remember our first bank account – proudly depositing cash or checks from our first pay checks or allowances, and maybe it was your first job that introduced you to the basics of financial life, to the joys of retirement accounts, savings, checking accounts and loans.

As we progress through life, our personal values become more refined and we begin to make better choices about how we travel, what we eat and how we power our homes, but we often don’t think about the impact of our finances. Shockingly, since the Paris Climate Agreement in 2015, the world’s 60 largest banks have dumped $4.6 trillion into the fossil fuel industry. It’s important, more so now than ever before, to be a conscious consumer and make well informed choices.  

No matter where you are in your financial journey, it’s never too late to choose a bank, an insurance company, or a financial advisor that aligns with who you are and what you believe in.

Who are you and what do you value?

Are you a saver, a protector, a planner, a big dreamer or maybe a serial entrepreneur?   When you look at your financial identity, it’s important to know how you view money and how you want your money to work both for you and the planet.  Your money can have positive impacts, if you work with companies like Bluestone Life and Climate First Bank. We don’t just talk the talk; we walk the walk and social and environmental impact is carved into our DNA.

Where are you on your financial journey, are you moving on to new job or moving home?

Life changes give us a chance to reevaluate where we’re banking and what financial choices we’re making.

At Climate First Bank, we offer values-focused personal banking products that are proactively fighting the climate crisis and supporting the LGBTQ+ community.  Learn more about Regeneration Checking and Pride Checking.  

Big life events like moving or starting a new job are ideal times to revisit your life insurance and see what gap there may be between what your company provides and what your family needs. Our partners, Bluestone Life, offer more than insurance and annuities, their products make a positive social and environmental impact, and they are a certified B Corp.  Learn more about any coverage gap that you may have.

Buying your first home or making some green upgrades?

Buying your first home is an important life event and an incredible accomplishment. It’s also a great time to make sure you have enough life insurance to protect your assets and liabilities.  If you’re looking to make some green upgrades to your house or buy an electric or hybrid vehicle, check out Climate First’s sustainable lending products.

Starting or growing a business?

Starting a business is an exciting process and both Climate First Bank and Bluestone Insurance are here with everything you need to help you along your way. Climate First Bank offer competitive SBA loans, and Bluestone Life can provide the life insurance that you need to secure your loan.

If you growing an existing business with an eye toward sustainability, we offer sustainable lending products for solar panel arrays, energy improvement loans, EV charging station installation, and sustainably certified commercial real estate lending and construction loans.

Bluestone has deep experience working with closely held businesses and can make sure that you have life insurance that protects the continuity of your business.

Join a growing movement.

When you bank with Climate First and buy insurance from Bluestone Life, you are joining a community of people who are proactively making a choice to use finance as a force for good.

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