Living Authentically Planning Accordingly

Every financial plan, like every life, is unique, and working with an advisor who understands the nuances of the issues members of the LGBTQ+ community face can help ensure a more meaningful and beneficial relationship.

Choosing a financial advisor is the start of a personal relationship – the right advisor can help guide you through the milestones of your life. 

Getting Married.
We’ll help you plan your future as a couple.

Buying your first home.
We’ll be the sounding board to help you navigate the home buying process.

Starting a family.
We’ll be there as you begin your journey towards parenthood.  A multitude of options are now available for LGBTQ+ people wanting to start a family but, it can represent a significant financial event that should be included early as part of your major goals.

Caring for those you love.
Caring for a loved one or significant other can be an overwhelming task.  We’ll be there to help you build the right plan without sacrificing your well-being.

Carrying on your legacy.
It’s important to make sure you final wishes are carried through.  There are a number of legal structures that with the help of an attorney can help keep your wishes intact.

You don’t have to know all the answers right away – you don’t even need to know all the questions.  We can help you figure out your priorities and work with you to build a plan and strategies that are right for you.