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Financial Planning for Modern Families

Advisors often have a niche of people that they are best able to serve through training and experience. For us, one of those specialties is working with the LGBTQ community, domestic partners, and blended families. Not all professionals understand the unique needs of planning for a gay couple, a step-family, or a household with family-of-choice. With our team, you can feel comfortable knowing that we enjoy working with families of all types.

Why is this a specialty of Karen's in particular? It's because she's fiercely passionate about equality. She's a first-generation American and a bi-lingual woman who built a career in a male-dominated industry. She's also part of a multi-ethnic, blended family. She knows what it’s like to feel a little out of step and can appreciate the value of diversity. 

Some questions you may want to consider:

  • What’s the financial impact of getting married?
  • Can you make decisions for your partner in the event of an emergency?
  • 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?

contact us to learn more

Some Resources to Get you Stared

Want some additional information from fellow CFP® professionals and the Certified Financial Planner Board? Find links below:

Diversity & Inclusion Commitment

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.