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Our Story
Impact Society was founded with a simple belief: financial guidance should be personal, transparent, and empowering. Too often, people are given cookie-cutter advice or left to navigate the complexities of money alone. We set out to change that.
From helping young families balance debt and savings, to guiding business owners through growth, to preparing retirees for a confident future, our mission has always been the same—equip people with the strategies and clarity they need to thrive. What started as a vision to make financial planning more human has grown into a trusted partner for individuals, families, and communities.
Our Team
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Jen Harris
Partner
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Jeroen Leeuw
Partner
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Sheryl Bates
Partner
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Our Approach
We believe money is more than numbers—it’s about the life you want to build. That’s why our approach is holistic, collaborative, and focused on what matters most to you.
We start by listening, taking time to understand your goals, challenges, and values. Then, we design strategies tailored to your unique situation—whether that’s debt reduction, investment planning, retirement readiness, or business growth.
Throughout the journey, we prioritize education and transparency, so you always understand the “why” behind every recommendation.
Us in Numbers
15+
Years of Experience
90%
Client Retention Rate
200+
Clients Served
$25M+
Assets Guided