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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 me, one of those specialties is working with the LGBT community, domestic partners and blended families. Not all professionals understand the unique needs of planning for a gay couple, or a step-family, or a household with family-of-choice. At my office, you can feel comfortable knowing that I love working with families of all types.

Why is this a specialty of mine? I get asked this question a lot. It's because I’m fiercely passionate about equality. I’m a first-generation American and a bi-lingual woman who built a career in a very male-dominated industry. I know what it’s like to be different, and I can appreciate the value of diversity. I feel it’s my duty to help others who may face discrimination.

One way I am uniquely qualified to serve modern families is by committing to work with other professionals that are experienced in this area, including CPAs and attorneys.

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 LGBT 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?

To learn more about how we can help guide you in these areas and more, book a complimentary initial consultation by emailing me at or calling (877) 568-7526.

You may schedule a complimentary initial consultation at 

Check out my 30 seconds of fame: NPR article highlighting step-families and our new White House

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Diversity & 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!