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Candid Conversations: LGBTQ+ Planning

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"Candid Conversations: LGBTQ+ Planning"

This comprehensive guide provides simple and effective techniques to create an inclusive financial planning practice.

LGBTQ+ Americans are the fastest-growing minority segment in the U.S. at 7% of adults — and their planning needs are unique.¹ In fact, 63% of people in this community feel most advisors don’t understand their financial challenges.² 

If you'd like to build strong relationships with LGBTQ+ clients, the Candid Conversations: LGBTQ+ Planning guide is for you. This eBook combines experienced advisors' insight with principles of counseling and financial psychology to help people find a welcoming space to talk about money.

This Candid Conversations guide will help you:

  • Understand the milestones you can help plan for
  • Explore strategies and solutions that can personalize planning
  • Learn simple techniques to deepen client conversations

Download this eBook for insight into a more inclusive approach to financial planning.


1Gallup, “U.S. LGBT Identification Steady at 7.2%," February 22, 2023.

2Nationwide Retirement Institute. “LGBTQ Finances Flash Poll," June 1, 2022.

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