When I opened my business, I wanted to create an environment that was specifically welcoming for those in the LGBTQ+ community. As a member of the community, I always felt like I had to explain or not talk about who I was in the financial world, while the majority of people around me didn’t have to. I never wanted anyone walking through my door to experience those feelings. I wanted to create a space where everyone could think big about their finances, regardless of who they were and how they lived.
Having an environment that is accepting of who we are is a powerful motivator for creating a solid financial future. Our aspirations are all different and unique to who we are: you may be a trans couple looking to adopt, a gay man in the early stages of his career, a lesbian couple wanting to plan the later stages of their life together, a queer person ready to start their own business. The visions we have for our lives are as varied and expansive as our identities and lifestyles.
But as a part of the LGBTQ+ community, you’re going to face financial challenges that just don’t exist for the cisgendered, heteronormative world. That’s why you need a financial planner who not only knows the details of how laws impact your finances, but who also speaks your language. We honor every family structure and generation of the LGBTQ+ community and are sensitive to the needs and history of each. When you work with us, you can rest easy knowing you don’t have to “come out” or explain yourself, on top of everything else you have to navigate.
We believe everyone deserves the chance to build wealth and cultivate peace of mind for themselves and their loved ones in a comfortable, welcoming environment. That’s why we specialize in LGBTQ+ financial planning. Because being who you really are means you can build a life that’s truly yours.
Interested in reading more about our thoughts on financial planning for the LGBTQ+ community? Check out our blog on LGBTQ+ Financial Planning.
When it comes to building a life, the LGBTQ+ community deserves to dream big just like everyone else.
But when it comes to protecting ourselves and our assets, there can be roadblocks that not everyone else experiences. We see how financial planning is affected when a person is part of the community: there’s a higher chance of being unable to claim the wealth of a partner when they pass away. Having children through adoption or IVF or surrogacy is prohibitively expensive. LGBTQ+ people can be discriminated against when looking for a job, which delays earning potential and thus, saving and investing. Planning for typical life goals can become a seemingly insurmountable task in the lives of LGBTQ+ people — and it shouldn’t be.
As specialized financial planners, we’ll help you build wealth and financial stability to reach the milestones you feel are important for your life. We’ll help you stay flexible and adaptive when circumstances change. We’ll stay on top of the nitty-gritty details of laws and policies, making sure your finances and livelihood are safe, no matter what the outside world is doing.
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