Financial planning for the LGBTQ+ community
Your identity is a strength, and your financial life should reflect who you are, not just what you earn
You’re not a spreadsheet, and your financial plan shouldn’t be either.
You’re building a life shaped by your values, identity, and chosen family, often within systems that weren’t designed with you in mind. You deserve financial guidance that recognizes those realities, honors your lived experience, and helps you make intentional decisions around money, investing, and long-term security.
We provide financial planning that’s human, affirming, and built for your reality.
What we help with
We know your financial life may not fit neatly into traditional boxes. That’s why we focus on:
Navigating Big Life Transitions
Marriage, divorce, parenthood, relocation, name or gender marker changes, we help you think through the financial implications of major life moments with care and foresight.
Planning for Chosen Family & Non-Traditional Lives
From partners and chosen family to solo paths and evolving definitions of family, we help you plan in ways that protect the people you love and reflect how you actually live.
Values-Aligned Investing
We help you invest in ways that align with your values, whether that means sustainability, equity, or avoiding systems that don’t reflect who you are, while still building long-term wealth.
Long-Term Security & Legacy Planning
From insurance and retirement to estate and legacy planning, we help you create a sense of safety and continuity, especially when traditional support systems may not apply
questions we often hear from lgbtq+ Folks
What financial steps should I take around major life changes like marriage, name or gender marker changes, or relocating to a more affirming state?
How can I invest and build wealth without supporting companies or systems that actively work against my rights or values?
How do I plan for retirement when I don’t expect traditional family support, or when caregiving may look different for me?
How do I build financial stability while staying true to my values and identity?
What should I be thinking about financially if I want kids… through adoption, surrogacy, co-parenting, or other nontraditional paths?
If these sound familiar, you’re in the right place.
Let’s Build a Financial Life That Reflects Who You Are.
We believe your financial life should support you, your values, and the people you love. Together, we’ll build a strategy that grows with you and gives you confidence at every stage.