Let’s face it – when we’re looking for a financial advisor, we’re often feeling scared and overwhelmed. We’re looking for someone to answer our questions without making us feel ashamed or talking over our heads. In other words…this process is sometimes not easy.
Now, imagine yourself sitting with a financial advisor, wondering if they’re going to be friendly. Wondering if they’re going to judge you. Wondering if they’re an ally.
When I have a potential client in the LGBTQ+ community come into my office, they might not automatically know that I am an ally until we start speaking. I’m hopeful that they immediately understand that I am, but when I put myself in their shoes – walking into a stranger’s office not knowing if they will be welcome – it makes me cringe. No one should be put in that position.
If you’ve been thinking that it’s time to talk to a financial professional, but you’re not sure where to start to find a trusted resource, here are some ideas:
One of the best ways to find an LGBTQ+ friendly financial advisor is by asking for referrals from trusted sources. This can include friends and family who are part of the community, local LGBTQ+ organizations, or online forums. By seeking referrals, you not only get first-hand accounts of positive experiences, but you also get a sense of their process and whether or not they are a good fit for you.
There are several websites you can visit that will allow you to specifically search for LGBTQ+ friendly financial advisors. Here are a few to get you started:
Once you've found a few potential advisors, it's time to start asking the right questions. This includes asking about their experience working with LGBTQ+ clients, their understanding of queer-specific financial needs, and their approach to investing. It's also essential to ask about their values and whether they support LGBTQ+ rights and causes. A competent and understanding financial advisor will have no problem answering these questions confidently and transparently.
When you’re looking for a financial professional…it’s personal. This is someone you should feel comfortable speaking with about most areas of your life, especially as they relate to your finances. This is not someone you should hesitate to call when something happens. This is someone you should know is in your corner to help support you through life’s changes.
If you have any questions about how I work with queer clients and would like to know more about my process, I would love to have that conversation with you! CLICK HERE to schedule an appointment.