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How do we begin?
This is A safe place
This is a space for sensitive conversations—money, identity, family, health, and work realities you may keep private elsewhere. We lead with self‑compassion and privacy; you choose the pace. The goal is simple: help you feel empowered about the next few steps.
- A gentle first step (Fit Call, 15–20 min): We listen. If coaching is a fit, we’ll confirm scope and next steps.
- Breakthrough 120 — (two parts): We map your month, find 2–3 easy wins, and set first auto‑transfers. You leave with a one‑page Purpose Budget, a short “unnecessary expenses” list, and a calm next‑steps plan.
- Coordination with your pros: We’ll prep crisp question packs for your CFP/CPA/attorney/HR/benefits and, if abroad is in play, immigration and tax specialists. Neutral referrals available; no referral compensation.
Why work with a financial coach for LGBTQ+ professionals?
Why a coach for LGBTQ+ folks?
Why a coach for LGBTQ+ folks?
Why a coach for LGBTQ+ folks?
- Turn complex pay into a simple month. We translate equity compensation (company stock), employee stock purchase plan shares, bonuses, and benefits into a calm, predictable plan you can actually use.
- Action beats overwhelm. We focus on the next two moves—2–3 expense trims, a buffer, and weekly caps—so lumpy pay and blackout windows stop hijacking your week.
Boundaries and respect
Why a coach for LGBTQ+ folks?
Why a coach for LGBTQ+ folks?
- Coordinate—not replace—your pros. We prep consult‑ready questions for your CFP/CPA/attorney/HR (and immigration/tax if remote‑abroad is in play). Decisions stay with licensed professionals.
- Privacy and respect. Chosen family welcome; names/pronouns respected; camera‑off is fine. No politics.
- Clear boundaries. Educational coaching only—no legal, tax, immigration, investment, or clinical advice. When a topic needs a specialist, we help you prepare.
How can I get help in just a few steps?
How we can help
- Your pay is lumpy (equity compensation, employee stock purchase plan, bonuses) and your month doesn’t feel predictable.
- You want 2–3 recurring expense trims without lifestyle pain.
- You’re exploring remote‑abroad or a geo‑move and want facts, not hype.
- You need a simple plan for beneficiaries, trusted contacts, and renewals.
- You prefer privacy, neutral referrals, and a politics‑free space.
Can I live abroad while working for a U.S. employer?
Decisions made with licensed professionals.
- Residency vs. tax residency: different tests; day‑counts matter. We’ll prep a questions pack for licensed pros.
- Healthcare before Medicare: what to ask about coverage and re‑entry.
- Banking & payroll route: clean paths for deposits and transfers.
- Privacy & safety: pick a community that fits your values and keeps life simple.
What can we build in 30–90 days?
concrete steps to keep you moving
- A one‑page monthly snapshot so company stock and bonuses stop hijacking your week.
- 2–3 unnecessary expenses reduced or cancelled.
- Buffer & weekly caps aligned to your actual pay rhythm.
- An Equity‑to‑Income map you can reuse each vesting cycle.
- A consult‑ready packet for your CFP/CPA/HR (and immigration/tax if abroad).
What do LGBTQ people need to learn while working?
Money Map Sprint — 4 weeks Outcome
Quick traction this month—predictable cash‑flow, 2–3 unnecessary expenses trimmed, weekly caps that stick.
Includes: Money Map QuickStart • Weekly caps • 2 micro‑scripts • follow‑up notes.
Cadence: 1×60‑min kickoff + 3×45‑min check‑ins.
Pricing (typical): Hourly $175; most invest 3–5 hours ($525–$875).
Flat fee option (save up to ~10%): $789 (covers up to 5 hours; additional time $175/hr).
How can LGBTQ+ professionals learn more about financial basi
Financial Foundations 90 — 90 days
Outcome: a funded buffer, steady weeks, and decisions that feel calm.
Includes: Rules of the Road (debt/asset/benefits) • Buffer plan with auto‑transfers • Weekly tracker (paper or simple sheet) • Quarter‑ahead preview.
Cadence: 1×75‑min start line + bi‑weekly 45‑min sessions (5 total) + light email touchpoints.
Pricing (typical): Hourly $175; most invest 6–10 hours ($1,050–$1,750).
Flat fee option (save up to ~10%): $1,575 (covers up to 10 hours; additional time $175/hr).
How do I learn more about aligning my money to purpose?
Momentum 90 — 90 days
Outcome: giving plans, part‑time pivots, or board/leadership roles.
Includes: Purpose projects plan • “wins to stories” work • gentle follow‑through cadence.
Cadence: 1×75‑min start line + bi‑weekly 45‑min sessions (5 total).
Pricing (typical): Hourly $175; most invest 8–12 hours ($1,400–$2,100).
Flat fee option (save up to ~10%): $1,890 (covers up to 12 hours; additional time $175/hr).
Optional Add‑Ons
What should you consider?
- Equity to Income Map (company stock / employee stock purchase plan / bonus) — $315 (2 hrs) What we do: translate equity awards and purchase‑plan shares into a monthly plan; prep tax/withholding questions for your CPA. Deliverables: one‑page equity→income map + rhythm notes for blackout windows.
- Remote‑Abroad Feasibility (day‑counts & questions pack) — $315 (2 hrs) What we do: outline day‑count tests, ties, and a practical calendar; prep a consult list for licensed pros. Deliverables: day‑count worksheet + questions pack (tax/immigration/healthcare).
- Benefits Check‑Up (HSA/LTD/beneficiaries) — $240 (1.5 hrs) What we do: quick review of HSA usage, LTD terms, beneficiaries/TOD/POD, and trusted contacts. Deliverables: checklist + “fix‑it” list + reminder plan.
- Caregiving & Leave Planning (FMLA/state leave awareness) — $315 (2 hrs) What we do: map money logistics and leave options; build a calm plan for the next 90 days. Deliverables: leave & caregiving organizer + questions list for HR/attorney.
- Additional time: $175/hr. Credit note: Money Breakthrough 120 ($250) can be credited to any program within 14 days. Neutral referrals available; no referral compensation.