Why We Work as Financial Planners for the LGBTQ+ Community
When I decided to become a financial planner, I knew I wanted to serve the LGBTQ+ community. This journey is not just about numbers and financial strategies; it’s about understanding and connecting on a deeper level. Here’s why I chose this path: Provide Non-Judgemental, Comfortable Space Financial planning is incredibly personal. It’s about connecting the […]
LGBTQ+ Planning for the Long Run
One of my favorite definitions of the work we do comes from Elizabeth Jetton, M.Ed, CFP®, who said that financial planning is about reconciling the inherent tension between what we need and want today and what we’ll need and want in the future. Financial planning is self-care for both our current selves and our future […]
Building Financial Resilience for Trans Individuals
Building Financial Resilience for Trans Individuals For many decades, the focus of the LBGTQ+ rights movement has primarily centered around gay rights and marriage equality. However, the recent increase in anti-trans legislation makes it abundantly clear that we need to focus on fighting for trans rights. In addition to an increasingly hostile environment, trans people […]
Coming Out: A Lifelong Journey that Shapes Our Finances
There’s a mainstream notion that the coming out process for LGBTQ+ folks is a singular event, like the day we tell our parents or the day we come out on social media. The reality is that coming out is a lifelong, iterative journey that we make decisions about almost every day: whether it’s with strangers […]
A Thriving Community: LGBTQ+ People Reimagine Their Lives
For me, being a part of the LGBTQ+ community comes with a sense of strength, possibility, and empowerment. We have to overcome so much just to be our true selves, and the path we travel to be that self is both difficult and empowering. Yet unburdened by the “norms” of our world, being LGBTQ+ can […]
How Being LGBTQ+ Shapes Your Finances
Even with recent societal and legal changes that have granted more protections, LGBTQ+ people still face many unique financial (and non-financial) challenges. It’s a major reason why the team at Thinking Big is particularly passionate about helping clients manage their finances so that they can achieve their goals and live fulfilling, happy lives. It’s important […]
Generational Differences in the LGBTQ Community and their Impact on Finances
When it comes to finances, our relationship with money is shaped immensely by our upbringings and cultural backgrounds, including our particular generation. For LGBTQ people, historical events like the Stonewall Uprising and the AIDS crisis have impacted our outlook and approach to our finances. An LGBTQ person who has lived through the AIDS crisis or […]
The Values We Live By
Four years ago this month was when TBF officially launched it’s work as a financial planning firm. In four short (or perhaps long— depending on which day you ask!) years, our firm has grown to care for over 50 households and more than 80 individuals. I could not be more proud of the opportunity to […]
Let’s Have a Baby! Fertility Treatments for LGTBQ Family Planning
For the last installment of our Let’s Have a Baby series, we’ll be talking about Assisted Reproductive Technology (ART). Assisted Reproductive Technology as we know it was first successful in 1978, when Dr. Patrick Steptoe and Dr. Robert Edwards implanted a fertilized egg into Leslie Brown, impregnating her and allowing her to have a child […]
Let’s Have a Baby! Adoption for LGBTQ Family Planning
In our next installment of “Let’s Have a Baby” we’re going to look at adoption for LGBTQ family planning. Adoption can be the go-to choice for many LGBTQ families. Some parents-to-be have been adopted themselves and know the deep and meaningful familial connections that can be forged through adoption. Other parents choose adoption because they […]