Wealth Management B-Corporation Certification Plan
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Project scope
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wealth management environmentalism operations governanceTo achieve B-Corporation certification, our company must receive a minimum score on social and environmental performance. This is an online assessment that is overseen by the independent body that certifies B-Corporations (the B Lab). The assessment covers our entire operations and measures our impact in governance, workers, community, the environment, as well as our products and services. We also must integrate sustainability commitments to stakeholders into our governing documents.
Project focus should include:
- An assessment of our current score, which will allow us to identify our areas for improvement.
- A strategy plan, based on the score assessment, that identifies the areas in which we need to improve performance to achieve the threshold score for B-Corporation certification.
The final project deliverable is a 10-page written report detailing our current score, areas for improvement, and a strategy plan for meeting the B-Corporation certification requirements.
About the company
Welcome to Amida Wealth Advisors. Our mission is to Transform YOUR VISION OF WEALTH®. To help you pursue your goals while living the life you desire. Ensuring you are building habits that lead to happiness through a successful career, wise investments, good health and loving relationships. Finding that flow and harmony is how we create a life of abundance. We call this wealth-being.
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