If you’re looking for a service that we don’t provide, here are some other left-leaning, queer professionals you can reach out to:
One-on-one financial planning & coaching
For folks looking for financial planning, aka specific advice about using your household's financial resources to work toward your life goals, including investment advice:
financial planner Landon Tan (he/him) and his team at Query Capital are focused on financial stability and sustainable investing for queer millennials
financial planner and tax professional Ginger Ames (she/they) of Whisper Financial is focused on neurodiversity, life transitions, and sustainable investing
financial planner Timothy LePean (he/him) of Thoughtful Financial Planning works with women and LGBTQ+ folks of all ages, and he’s particularly good at helping folks with ADHD create realistic structure in their spending plans
financial planner Kathryn Kubiak-Rizzone (she/her) at About Time Financial is focused on helping mid-career women and their families navigate things like home renovations, college planning for the next generation, and retirement planning
For folks with wealth interested in divestment and redistribution, I recommend Chordata Capital or Revalue Investing.
For residents of Canada, Sareeta Lopez is a justice-oriented and trauma-informed financial coach finance coach based out of Vancouver!
Group and pre-recorded options
Want to start a business or explore a career change? I’m obsessed with the Have a Nice Life podcast & workbook.
Looking for ongoing support, community, and accountability? Check out the Radical Wealth Collective!
If you’re not a fan of capitalism, then I bet you’ve noticed how class is the main thing that divides us. Check out a Cross-Class Dialogue Circle!
Tax professionals
Please note: I always recommend finding a tax professional in the summer/fall, because they tend to get booked up by December!
Alternatively: IRS Free File for Adjusted Gross Income (AGI) $89,000 or less
(This page was last updated on February 12th, 2026)