Other Financial Professionals
If you’re looking for a service that we don’t provide, here are some other left-leaning, queer and queer-friendly professionals you can reach out to:
Financial planners & coaches
Queer & trans liberation workers who need help with budgeting, debt, savings, work benefits, increasing earnings, or working on a healthy relationship to money: check out coach Leo Aquino (they/them) of Queer & Trans Wealth.
Want to start a business or explore a career change? I’m obsessed with the Have a Nice Life podcast & workbook.
For folks looking for financial planning, aka specific advice about using your household's financial resources to work toward your life goals, including investment advice:
financial planner Landon Tan (he/him) and his team at Query Capital are focused on queer financial stability and sustainable investing
financial planner and tax professional Ginger Ames (she/they) of Whisper Financial is focused on neurodiversity, life transitions, and sustainable investing
financial planner Kathryn Kubiak-Rizzone (she/her) at About Time Financial is focused on helping women and families navigate things like home renovations, college planning for the next generation, and retirement planning
For folks with wealth interested in divestment and redistribution, I recommend Chordata Capital or Revalue Investing.
For residents of Canada, Drew Adamick (they/them) of Divergent Financial Planning works with neurodivergent queer people ages 25-50.
Tax professionals
Please note: I always recommend finding a tax professional in the summer/fall, because they tend to get booked up by December!
Alternatively: How to file your 2024 return for free
(This page was last updated on February 25th, 2025)