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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