We are an LGBTQ+ friendly practice!
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.
Some questions you may want to consider:
Want some additional information from fellow CFP® professionals and the Certified Financial Planner Board? Find links below:
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.