Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

How Brian evolved from a tax attorney into a CFP™ Navigating unique financial needs for the LGBTQ community The impact of marriage on a couples’ finances Estate planning challenges for domestic partnerships The financial paperwork that should be in place for every couple How to navigate different mindsets around money Financial planning tools for future family members What it means to run a mission-driven business How to mitigate  “shiny object syndrome” Where to begin if you want to create change in the world The best way to measure your passion around an issue How to leverage your unique expertise to make an impact

LINKS WE MENTIONED ON THE SHOW:

Brian Thompson’s Forbes page George Kinder Process Klontz Money Script Inventory

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