LGBTQ+ couple in East Austin, Austin reviewing their financial plan
Austin · East Austin

LGBTQ+ financial planning for East Austin

You moved here for a real house on a real income. The plan should keep it real — RSUs, kids, property tax, estate — all together.

Schedule a free intro call 20 minutes · video or phone · no product pitch
Who this is for

Built for East Austin LGBTQ+ households

East Austin is one of the city's fastest-growing LGBTQ+-friendly neighborhoods — younger tech and creative households, a growing two-mom / two-dad presence, and a mix of new build and older single-family.

  • Property tax jumped 20%+ this year and no one has told you the appeal is worth running.
  • You have RSUs and no plan around them — and no state income tax to lean on.
  • IVF or surrogacy is on the horizon and the number is bigger than you've told anyone.
  • Estate documents don't hold up outside Texas.

How we help East Austin households

Homestead + Travis County property-tax cap

Homestead exemption filed, 10% assessed-value cap tracked, and appeal cadence set — a boring recurring win that compounds meaningfully over the years you own here.

RSU + ESPP sequencing across two careers

Vest calendars, concentration risk, ESPP hold-vs-sell, and the tax bill hiding in your next refresh — coordinated with the rest of the plan, not treated as a separate problem.

Family-planning cash flow

IVF, surrogacy, adoption, and second-parent adoption modeled into your real cash flow so building a family isn't paused indefinitely or financed on hope.

FAQ

East Austin planning FAQs

Ready to talk through your plan?

On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.

Schedule Your Intro Call

Important Disclosures: Aequitas Financial, LLC is a Registered Investment Adviser in the State of California. Registration does not imply a certain level of skill or training. More information about Aequitas Financial, LLC, including our investment strategies, fees, and objectives, can be found in our Form ADV Part 2, which is available upon request or through the SEC's Investment Adviser Public Disclosure website. The information provided on this website is for informational and educational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice. Nothing on this website constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Before making any investment decisions, you should consult with qualified financial, legal, and tax professionals who can provide advice tailored to your individual circumstances.