Insights
Financial planning for
the rest of us.
Practical money guidance for people whose lives don't fit the standard financial services template — CalPERS employees, LGBTQIA+ families, neurodivergent thinkers, and everyone in between.
Should You Use A Financial Planner Or Do It Yourself ? The Pros And Cons Of Both...
Let's get one thing out of the way: I'm a financial planner. So you might expect me to convince you that you desperately need a financial planner. The truth is, some people genuinely don't. Here's how to tell which camp you're in.
Asking for a Friend: How do I know if this financial advisor is giving me advice…or just trying to sell me something?
When hiring a financial advisor, one of the most important details is how they get paid. An advisor's compensation model can influence not only the type of advice you receive, but whether that advice truly serves your best interests or is swayed by other incentives. Learn the key differences between fee-only, fee-based, and commission-based advisors, and the questions you should ask before hiring anyone.
What Does the Financial Planning Process Actually Look Like?
What happens when you work with a financial planner? Spoiler: it’s not just spreadsheets and retirement projections. At Kite and Compass, financial planning is a collaborative, values-based process designed to support LGBTQIA+ and neurodivergent folks navigating real-life complexity. Here’s how it works, step by step.
Why Did I Quit A Stable Government Job?
I’m queer, neurodivergent, and a woman of color. For years, I thought I was too sensitive, too blunt, too complicated. But over time, I realized existing spaces weren’t built with people like me in mind.
That’s part of why I created Kite & Compass: a financial planning practice where queer, trans, neurodiverse, poly, kinky, and otherwise “different” folks could bring their full selves and be met with clarity, respect, and warmth.
Ready?
Let's see if we're
a good fit.
Book a free 30-minute intro call. No pitch, no pressure — just a conversation about where you are and where you want to go.
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