Sustainable Investing: Danielle Lemon on Aligning Financial Goals with Personal Values

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Welcome to this episode of The Sustainable Business Spotlight with Amy Auble! I’m excited to introduce you to today’s guest Danielle Lemon, the founder of Aligned Living Financial. After spending 8 years in real estate, Danielle made a transformative shift in 2020 when she recognized the need to make financial literacy and resources more accessible to everyone. This insight led her to become a financial planner, dedicating herself to helping Canadians navigate their personal finance journeys. Through her business, Aligned Living Financial, Danielle helps individuals, specifically queer and female entrepreneurs, take control of their financial future with a focus on sustainable investing and mindfulness practices. She’s committed to continuously expanding her expertise to empower her clients to make informed financial decisions and build secure, aligned futures.

Money is something we all deal with every day, and when it comes to sustainable living, we often overlook its impact. Luckily, people like Danielle are showing us how we can better use our money for a more sustainable lifestyle. Join Danielle and I, as we dive into budgeting, mindfulness, investing, and how these all play a role in creating a more sustainable future. Let’s dive in! 

In this episode you will hear: 

• 1:30 – Danielle’s path into financial planning, beginning as a real estate investor and discovering the inequities in access to high-level financial services.
• 3:15 – The concept of sustainable investing and how Danielle recommends approaching it by aligning investments with personal goals, values, and the ESG (environment, social, and governance) lens.
• 10:55 – How budgeting can support a more sustainable lifestyle, with a focus on how clarifying values influences spending decisions.
• 15:00 – The role of meditation and journaling in helping shape both business practices and mindful spending.
• 20:15 – The idea that living sustainably can also save money, with examples around diet, purchases, and travel.
• 23:50 – The issue of greenwashing in sustainable investing, and why less sustainable companies are sometimes chosen over more sustainable alternatives.

I love how financial planning can support sustainability! If you enjoyed this episode, please rate, share, and let me know your thoughts. Thanks for tuning in!

Episode Specific Links:
Danielle’s Instagram: Danielle Lemon
Aligned Living Financial: Aligned Living
Fun Xperience: Fun Xperience

Amy's Links:
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• Alpine Start Media's Instagram
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• Jelt's Instagram