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

GET SOCIAL WITH BRIAN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE

• Brian's Website
• Brian's e-mail
• LinkedIn
• Twitter
• Instagram