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Finding the Balance Retirement and Quality of Life Behavioral Finance
Financial Planning and Wealth Management

Financial Planning and Wealth Management

While we serve a diverse population, our practice specializes in investment management and retirement planning for busy professionals and the LGBTQ community.

If you want the confidence that comes from having a financial strategy and a partner by your side, take advantage of our simple process:

  • Engage with a financial advisor that has a fiduciary duty to put your needs first
  • Work directly with a CFP® professional or know one is on the team behind the scenes
  • Gain a better understanding of how to protect your income, assets and choices
  • Compare options for saving in volatile markets while avoiding common mistakes
  • Have control over what you are paying in fees and taxes

Additionally, we make things easy by consolidating and organizing all your financial information. When something comes up, we'll be ready! 



  • Are you saving enough to allow you to retire when you want and with the lifestyle you'd like?
  • Have you optimized your investments?
  • Does your employer offer Equity Compensation and you don't know how to best utilize it?
  • Do you want to balance a desire for growth with the need for reliable income during retirement?
  • Will you outlast your savings? Can you weather the storm?

Together we can build a financial plan that will guide you in making decisions with confidence and get you on track towards the retirement of your dreams.

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  • Have you done well with accumulating wealth and now need to make the most of it?
  • Do you know your risk tolerance and how to balance that with your desired or needed level of expected return?
  • Are you interested in learning more about investing with your values in mind?
  • Maybe you just don’t want to manage your money by yourself anymore and would like help from an experienced investment advisor.

We help investors diversify, accumulate, and spend their hard-earned savings with strategies that align with their personal circumstances.

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  • How do you plan to provide for children from a previous relationship?
  • Do you know the differences in retirement and aging faced by members of the LGBTQ community?
  • Does a modern family structure cause anxiety when working with financial professionals, but you still want help in protecting your future and your loved ones?

We specialize in serving the unique needs of LGBTQ & blended families.

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Book a complimentary initial consultation to learn if we're a good fit.

You'll meet virtually with a member of our team to learn more about our services and tell us what you're trying to accomplish. If we choose to work together, we'll be your partners on your road to financial security! 

Diversity and Inclusion Commitment

Our team takes pride in embracing the benefits of diversity, at all levels. We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths. Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure. We look forward to collaborating with you!