How To Use Equity Comp to Fuel Your Financial Independence.
Using Equity Comp to Fuel Your Financial Independence Using Equity Comp to Fuel Your Financial Independence When I used to work in Silicon Valley in big tech, I received equity compensation that later fueled my own financial freedom. I’m now on a mission to transform that way we think about money and work, especially for […]
How To Choose an LGBTQ+ Supportive Financial Planner
How to Choose an LGBTQ+ Supportive Financial Planner You’re an LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds. Perhaps you even started a spreadsheet in an attempt to organize your financial life. But there’s still that nagging feeling […]
Modern Family Finance Helps LGBTQ+ in Asia
Modern Family Finance Helps LGBTQ+ Community in Asia In 2007, we met for the first time on a training ride for the AIDS Lifecycle, a week long bike ride from San Francisco to Los Angeles that raises money to end AIDS. The AIDS Lifecycle gave us a place to celebrate our queerness and find LGBTQ+ […]
What is it like to be LGBT around the world?
What is it like to be LGBTQ+ around the world? When we were in our early thirties, we left our 9-5 jobs for a year and traveled to 13 countries to make a film about LGBTQ+ people around the world. We wanted to raise the visibility of people like us who live in the developing […]
How is financial planning different for LGBTQ+ households?
How is Financial Planning is Different for LGBTQ+ households? When opening this practice, we thought a lot about the type of clients we wanted to serve. Recognizing that many queer individuals start out with financial disadvantages, we wanted to focus on helping other LGBTQ+ households. We believe we can strengthen our community through financial empowerment. […]
Top Tips on How to Bank Safely
Top Tips on How to Bank Safely What do Banks and Marriages have in common? Answer: Once you start losing trust and confidence, the whole thing can collapse like a house of cards. That’s what happened last month to Silicon Valley Bank, kicking off a banking crisis in the US and Europe. There is one important […]
When to Hire a Financial Advisor and How to Choose the Right One
When to Hire a Financial Advisor and How to Choose the Right One When to Hire a Financial Advisor and How to Choose the Right One You’re a woman or LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds. […]
8 Answers to Questions About Lesbian Money
8 Answers to Questions about Lesbian Money David and John of Queer Money Podcast were one of the first friends we made when launching a business in personal finance. They help gay men to live fabulously without sacrificing financial security. We love their popular Queer Money podcast, and we’re thrilled to be invited on this […]
How To Conduct a Year End Review of Experiences and Spending
How to Conduct a Year End Review of Experiences and Spending Forget Starting on Next Year Goals and First Reflect on This Last Year Instead I’m often asked how to approach financial goals, especially at the start of a new year. Lisa and I used to love making ambitious New Year’s resolutions around saving more […]
How to Buy a House in the Bay Area without a Gazillion Dollars
“Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” “Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” Even with a six-figure income, buying a home can feel unaffordable. And now with rising mortgage rates and impending recession, does […]