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 that you could be doing more with your money.

You’re ready to make a change. The good news – Unlike resolutions like “eating better” or “get 6-pack abs,” the burden of getting your financial life in order is something you can offload to a professional. Working with the right person can make all the difference.

But who can you trust? A recent study showed that 30% of LGBTQ+ people report experiencing bias, discrimination or exclusion within the financial services sector.

Since money is so personal it’s particularly important to find the right person. In this article, Jenni joins a panel of queer advisors for a discussion on how to choose an LGBTQ+ supportive financial planner.