Values Added

Values Added

Helping progressives build thoughtful, prosperous, impactful financial lives they feel good about an

We help progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better. We are members of the Alliance for Comprehensive Planners, the leading community of financial planners using the most client-aligned model.

06/30/2022

Last Friday, the Supreme Court struck down federal protection for abortion care. This will mean that many people who want/need abortions won’t be able to access them. As with so much in our society, the burden of this decision will fall especially heavily on those with limited financial means to pay for travel and medical expenses.

I imagine many of you are outraged, as I am. I wish I knew what to tell you but I haven’t found the answer even for myself.

We might not have the right words but I do want to share some initial steps Values Added is taking.

We’ve offered free investment and financial advice to Abortion Funds and will be meeting with a major city’s fund later this week.

We’ve reaffirmed our personnel policies that provide broad flexibility and support for VAF team members to take time off for medical services that meet their needs/preferences.

We plan to donate to the DC Abortion Fund and reproductive justice organizations fighting to strengthen state and local protections for reproductive rights.

Though this news is very bleak, I feel very moved to have clients and colleagues to work with toward a better world, one where healthcare is broadly available and people of all races, genders, and means can access as much as they need or want.

--Zach Teutsch

03/30/2021

We are excited to announce that Kathryn Kubiak-Rizzonehas joined the Values Added team as an associate financial advisor!

Kathryn loves helping women and families navigate the many financial decisions they face on the path to financial freedom, with a specific focus on serving the intersectional needs of women, people of color and LGBT+ folx. Her background in physical therapy and higher education highlights her passion for helping others understand complex topics and implement the changes they seek to reach their goals.

Kathryn lives in Rochester, New York with her family, where she is a parent leader with a strong commitment to educational equity and anti-racist advocacy. She has served on multiple nonprofit boards and strategic planning committees, is a member of her town and school districts’ Diversity and Equity committees, and is a grassroots activist in her community. When she’s not sharing financial guidance or working toward systems change, Kathryn can be found reminding adolescents to complete their chores and keeping a toddler from destroying the house. Her favorite ways to strive for work-life balance are family hikes, cooking, high-intensity workouts with good music, and traveling with her wife.

Kathryn has a BS in Physical Therapy from SUNY at Buffalo, an MS in Human Movement Science from UNC Chapel Hill, and a Certificate in Financial Planning from NYU School of Professional Studies. She is a member of the Financial Planning Association.

We know you’ll love Kathryn and can’t wait for you to meet her!

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Our Story

We help progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better.

I am a member of the Alliance for Comprehensive Planners, the leading community of financial planners using the most client-aligned model.

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Washington D.C., DC
20011

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