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:

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

ENJOY THE SHOW?