Finding the Right LGBTQ+ Informed Advisor
For individuals in the LGBTQ+ community, financial planning can involve unique considerations鈥攕uch as family planning, healthcare needs, estate planning, and navigating legal protections. Working with a financial advisor who is LGBTQ+ informed ensures your needs are understood and addressed with sensitivity and expertise.
The National Association of Personal Financial Advisors (NAPFA) offers a free 海角社区 tool to connect you with fee-only, fiduciary planners who align with your values and understand your circumstances.
How to Use NAPFA鈥檚 鈥満＝巧缜 Tool:
- Go to the NAPFA Website Visit www.napfa.org and click 海角社区 in the top navigation, or go directly to napfa.org/find-an-advisor.
- Enter Your Location Search by ZIP code, city, or state, and adjust the radius if you want nearby results.
- Use Advanced Filters Select the filter symbol that looks like a funnel to filter by Client Markets Served. Look for the term LGBTQ+.
- Review Advisor Profiles Click a name to read the full profile. Look for inclusive language, mention of LGBTQ+ specific topics, or relevant professional memberships.
- Connect and Ask Questions Schedule consultations with a few advisors. Ask about their experience with LGBTQ+ clients and how they stay informed on related legal and financial issues.
Additional Tips:
NAPFA advisors are Certified Financial Planners (CFP庐) and emphasize fiduciary duty鈥攖his means they are required to act in your best interest. By using NAPFA鈥檚 tool and asking the right questions, you can find a financial partner who supports your goals and understands the financial nuances of the LGBTQ+ experience.