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.
Asking for a Friend: Is My Monthly CalPERS or CalSTRS Pension Taxable?
One of the most common questions I hear from people about to receive a CalPERS or CalSTRS pension is: How is my pension taxed? This post breaks down the difference between federal and state income tax rules and explains how both pension systems handle tax withholding.
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.
How to Advocate for Yourself in Financial Planning (Especially If You're Neurodivergent)
If you’ve ever left a financial meeting feeling overwhelmed or unsure, but didn’t feel like you could speak up, this one’s for you. Learn how to ask for what you need, from extra time to written recaps, and find planners who actually work with your brain, not against it.
Financial Planning, Made More Human (and Neurodivergent-Friendly)
This post explores a more inclusive, neurodivergent-friendly approach to financial planning, from sensory-considerate meetings to clear, flexible communication strategies. It’s about making money management more accessible, less overwhelming, and authentically human.
Asking for a Friend: How do I integrate money into a D/s dynamic?
Curious about bringing money into your BDSM or D/s relationship? When done safely financial domination can deepen intimacy and trust between partners. Learn how to set financial boundaries, choose safer payment methods, and spot red flags in a findom dynamic.
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