The trans community is under fire more than ever. On top of the recent slew of anti-trans legislation, trans people have higher rates of job, housing, healthcare, and credit discrimination. The economic implications of being trans in the U.S. make the path to a secure and prosperous financial future much more difficult than for others. Trans people have a harder time building wealth and financial security, which means it’s more difficult to be financially resilient and live your fullest life.
We at Thinking Big want to do our part to help the most disadvantaged members of our LGBTQ+ community and believe that helping trans people build financial resilience is the most organic and effective way we can do that. Our new program, “Building Financial Resilience for Trans Folks,” will create a financial foundation that will help trans folks protect themselves financially and build off what they have, and provide the tools they need for a strong financial future.
The Building Resilience program will be a series of five 60-minute meetings that occur monthly. During the sessions, you will meet with the Thinking Big team (Jim and Brandon) to break down your money scripts, build a plan for your financial future, and problem-solve for your individual financial situation. All five meetings will be structured time and will also allow for folks to ask whatever questions come up during the process.
Three spots will be available at the nominal fee of $50 per session ($250 total). The next program opening will be on February 1, 2025.
Session 1: Discovery work: Bridging the gap between your values and money histories and what you’re doing with your money.
Session 2: Getting organized: Gathering information about your financials (accounts, cash flow, insurance/benefits, etc). Building a net worth snapshot. Talking about financial resilience.
Session 3: Cash flow planning: Build awareness of monthly cash flow ins and outs and design a system that is flexible and sustainable to meet your needs.
Session 4: Insurance and benefits review: Ensuring you have proper coverage and planning for potentially higher medical costs over time.
Session 5: Cash flow planning & wrap up: See how the system is working. Focus next on different accounts, plans for the future and how to lay the groundwork for them.
After applying, a team member of Thinking Big Financial will reach out to you and confirm your application and next steps.
The program will begin in July 2023.
© Copyright – Thinking Big Financial | 928 Broadway, Suite 807 New York, NY 10010
