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 Kathryn Kubiak-Rizzone (she/her) at About Time Financial is focused on women physicians, small business owners, & progressive families
financial planner and tax professional Ginger Ames (she/they) of Whisper Financial is focused on neurodiversity, life transitions, and sustainable investing
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)