Other Financial Professionals

If you’re looking for a service that we don’t provide, here are some other left-leaning, queer and queer-friendly professionals you can reach out to:

Financial planners & coaches

Queer & trans liberation workers who need help with budgeting, debt, savings, work benefits, increasing earnings, or working on a healthy relationship to money: check out coach Leo Aquino (they/them) of Queer & Trans Wealth

Want to start a business or explore a career change? I’m obsessed with the Have a Nice Life podcast & workbook.

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 queer financial stability and sustainable investing 

  • financial planner and tax professional Ginger Ames (she/they) of Whisper Financial is focused on neurodiversity, life transitions, and sustainable investing

  • financial planner Kathryn Kubiak-Rizzone (she/her) at About Time Financial is focused on helping women and 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!

Tax professionals

Please note: I always recommend finding a tax professional in the summer/fall, because they tend to get booked up by December!

Full Harvest Taxes

Good Day Accounting

Gerber Accounting and Tax

Kirsten Pfenning

Carly Does Books

Whisper Financial

Shift Accounting

Alternatively: IRS Free File for Adjusted Gross Income (AGI) $84,000 or less

(This page was last updated on December 4th, 2025)