Why LGBT Financial Planning?
As a proud member of the LGBT+ community, I get that our lifestyles are unique and our families come in all shapes and sizes.
I know your financial planning requires a different approach from the conventional. From partnering to marriage, adoption to surrogacy, we need specific support when it comes to our financial lives.
That’s why Thinking Big Financial offers LGBT-specific financial and family planning services. Because we believe that everyone deserves to have financial security for themselves and their loved ones.
So you be you and we’ll take care of the rest.
Interested in reading more? Check out my blog on LGBT Financial Planning.
Gay-Friendly Financial Management
When it comes to building a life, the LGBT community deserves to dream big just like everyone else.
But when it comes to protecting ourselves and our assets, there can be roadblocks that not everyone else experiences.
Thinking Big Financial understands how the unique needs of LGBT individuals and families are impacted by current laws and policies. We stay on top of the nitty-gritty details to make sure your finances and livelihood are safe. Helping you live the life you envision is our top priority.
When you work with us, you’ll get a comprehensive financial plan that addresses topics like:
Partnerships & Marriage
- How does marriage differ from other statuses?
- How do we manage our finances jointly?
- How to protect yourselves if unmarried?
Children
- How to pay and plan for adoption or surrogacy?
- How to plan for education and other expenses?
- How to plan for your children should something happen?
Life Planning
- How to title your assets correctly?
- How to choose proper health care protection?
- How to coordinate with other legal and tax professionals to ensure your wishes are being carried out?