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Inclusive Financial Planning for Salt Lake City's LGBTQIA+ Community
Realize your financial success with judgment-free guidance and creative strategies.
Your life & Money, Intertwined
Creating Financial Plans that Celebrate Your Unique Journey
Money Illustrated: Inclusive Financial Planning for Salt Lake City's LGBTQIA+ Community. We believe everyone deserves financial clarity and understanding, in an inclusive, supportive environment. With personalized and creative financial planning, we focus on your unique needs and goals. Together, we’ll help you design the life you’ve always imagined—because who you are and what you dream of truly matters.
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Our Process
We believe your financial plan should be built around your life and dreams. Our process begins with a free consultation where we take the time to understand your unique goals, dreams, needs, and concerns. From there, we'll guide you through our personalized planning process, always staying informed by your "why" and what matters most to you. We'll walk with you every step of the way, offering support, guidance, and the tools you need to succeed.
1. Initial Consultation
Let's Talk!
We'll start with a complementary consultation to understand your financial concerns, needs, and goals.
2. Life Planning
goals, dreams & money mindset
Let's get straight to the good stuff. Your financial plan is uniquely tailored to your life & dreams. We believe that your "WHY" is foundational to successful financial planning.
3. Financial Analysis
It's All in the Details
A comprehensive review of your financial situation, including income, expenses, assets, investments, and liabilities.
4. Projections
Where are you headed?
Based on where you are today, what does your financial future look like? We'll help you understand the most important actions to take today to accomplish your future goals.
5. Plan Presentation
Recipe for success
We develop a customized financial plan with all the steps to achieve your short-term and long-term goals.
6. Progress Meetings
Implementation & Review
Scheduled reviews ensure that you stay on track to achieve your financial goals and make any necessary adjustments as life inevitably changes.
What Makes Us Different?
We specialize in inclusive, judgment-free financial planning tailored to LGBTQIA+ individuals, offering personalized strategies and empowering you to achieve your unique financial goals with confidence.
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Serving a Wide Array of Client Segments
Respectful Financial Guidance
Empowerment Through Financial Understanding
Life and Money: A Holistic Approach
Empathetic, Judgment-Free Advice
Customized & Adaptable
Our Services
Our financial life planning services are optimized for the LGBTQ+ community - and personalized for you.
Overcome Financial Challenges with Support You Can Trust
At Money Illustrated, we are dedicated to helping members of the LGBTQIA+ community create the life they envision. We recognize that stress, self-doubt, and uncertainty can feel like obstacles to financial success. Our inclusive approach is designed to address these challenges directly, empowering you to move forward with clarity and confidence.
We begin by listening without bias or judgment. Whether you’re managing debt, building savings, or feeling unsure about your financial options, we focus on solutions that meet your unique needs. Your journey is one of a kind, and your financial plan should reflect that.
Our goal is to make financial planning simple and empowering. We break down complex topics into clear, actionable steps so you understand how every recommendation aligns with your goals. You don’t need to aim for perfection to achieve success—what matters is taking intentional steps that move you closer to your dreams.
With personalized, creative solutions, financial planning becomes accessible and even exciting. At Money Illustrated, you’ll gain the knowledge, tools, and support to face financial challenges with confidence. Let’s build a plan that helps you thrive.
