# Aequitas Financial Planning

> Fee-only, fiduciary financial planning built for the LGBTQ+ community — wealth building, family planning, estate protections, and values-based investing for queer professionals, couples, and families.

Aequitas Financial Planning is a fee-only RIA founded by Taylor serving LGBTQ+ HENRYs, DINKs, and families nationwide. We specialize in same-sex couples planning, surrogacy financing, and estate strategies that protect chosen family.

## Pages

- [Home](/): Overview of services, philosophy, and how to schedule an intro call.
- [About](/about): Founder background, fiduciary commitments, and firm mission.
- [Services](/services): Fee-only planning tiers, ongoing advice, and one-time engagements.
- [Contact](/contact): Schedule an intro call.
- [Technology](/technology): The planning, investment, and security stack we use with clients.

## LGBTQ+ specialty pages

- [LGBTQ+ Estate Planning](/lgbtq-estate-planning): Wills, trusts, healthcare directives, and chosen-family protections for queer households.
- [Financial Planning for Same-Sex Couples](/financial-planning-for-same-sex-couples): Joint vs. separate finances, taxes, and benefits planning for same-sex partners and spouses.
- [Surrogacy Financial Planning](/surrogacy-financial-planning): Real surrogacy cost breakdown ($127k–$247k+), financing options, and tax considerations.

## Education

- [Resources](/resources): Free guides, calculators, and the LGBTQ+ wealth email course.
- [Blog](/blog): Articles on queer wealth, taxes, family planning, and investing.

## City-specific specialty pages

Every geo city pillar has three specialty sub-pages that combine the topic with the city's local tax, legal, and cost picture:

- Surrogacy financial planning: [Los Angeles](/surrogacy-financial-planning-los-angeles), [Orange County](/surrogacy-financial-planning-orange-county), [San Diego](/surrogacy-financial-planning-san-diego), [San Francisco](/surrogacy-financial-planning-san-francisco), [Palm Springs](/surrogacy-financial-planning-palm-springs), [Sacramento](/surrogacy-financial-planning-sacramento), [Seattle](/surrogacy-financial-planning-seattle), [Portland](/surrogacy-financial-planning-portland), [Austin](/surrogacy-financial-planning-austin), [NYC](/surrogacy-financial-planning-new-york), [Salt Lake City](/surrogacy-financial-planning-salt-lake-city), [Chicago](/surrogacy-financial-planning-chicago).
- LGBTQ+ estate planning: [Los Angeles](/lgbtq-estate-planning-los-angeles), [Orange County](/lgbtq-estate-planning-orange-county), [San Diego](/lgbtq-estate-planning-san-diego), [San Francisco](/lgbtq-estate-planning-san-francisco), [Palm Springs](/lgbtq-estate-planning-palm-springs), [Sacramento](/lgbtq-estate-planning-sacramento), [Seattle](/lgbtq-estate-planning-seattle), [Portland](/lgbtq-estate-planning-portland), [Austin](/lgbtq-estate-planning-austin), [NYC](/lgbtq-estate-planning-new-york), [Salt Lake City](/lgbtq-estate-planning-salt-lake-city), [Chicago](/lgbtq-estate-planning-chicago).
- Same-sex couples planning: [Los Angeles](/same-sex-couples-financial-planning-los-angeles), [Orange County](/same-sex-couples-financial-planning-orange-county), [San Diego](/same-sex-couples-financial-planning-san-diego), [San Francisco](/same-sex-couples-financial-planning-san-francisco), [Palm Springs](/same-sex-couples-financial-planning-palm-springs), [Sacramento](/same-sex-couples-financial-planning-sacramento), [Seattle](/same-sex-couples-financial-planning-seattle), [Portland](/same-sex-couples-financial-planning-portland), [Austin](/same-sex-couples-financial-planning-austin), [NYC](/same-sex-couples-financial-planning-new-york), [Salt Lake City](/same-sex-couples-financial-planning-salt-lake-city), [Chicago](/same-sex-couples-financial-planning-chicago).

## City tax & cost-of-living guides

Educational per-city guides covering state income tax, property tax, state estate tax, and the LGBTQ+ planning overlay for each metro:

- LGBTQ+ tax & cost-of-living guides: [Los Angeles](/lgbtq-tax-cost-guide-los-angeles), [Orange County](/lgbtq-tax-cost-guide-orange-county), [San Diego](/lgbtq-tax-cost-guide-san-diego), [San Francisco](/lgbtq-tax-cost-guide-san-francisco), [Palm Springs](/lgbtq-tax-cost-guide-palm-springs), [Sacramento](/lgbtq-tax-cost-guide-sacramento), [Seattle](/lgbtq-tax-cost-guide-seattle), [Portland](/lgbtq-tax-cost-guide-portland), [Austin](/lgbtq-tax-cost-guide-austin), [NYC](/lgbtq-tax-cost-guide-new-york), [Salt Lake City](/lgbtq-tax-cost-guide-salt-lake-city), [Chicago](/lgbtq-tax-cost-guide-chicago).

## Neighborhood landing pages

Hyper-local pages nested under each city pillar — housing type, community profile, and planning skew for each area.

- Los Angeles: [West Hollywood](/lgbtq-financial-advisor-los-angeles-west-hollywood), [Silver Lake](/lgbtq-financial-advisor-los-angeles-silver-lake), [Los Feliz](/lgbtq-financial-advisor-los-angeles-los-feliz), [Echo Park](/lgbtq-financial-advisor-los-angeles-echo-park), [Long Beach](/lgbtq-financial-advisor-los-angeles-long-beach).
- Orange County: [Laguna Beach](/lgbtq-financial-advisor-orange-county-laguna-beach), [Costa Mesa](/lgbtq-financial-advisor-orange-county-costa-mesa), [Long Beach](/lgbtq-financial-advisor-orange-county-long-beach), [Irvine](/lgbtq-financial-advisor-orange-county-irvine).
- San Diego: [Hillcrest](/lgbtq-financial-advisor-san-diego-hillcrest), [North Park](/lgbtq-financial-advisor-san-diego-north-park), [University Heights](/lgbtq-financial-advisor-san-diego-university-heights), [South Park](/lgbtq-financial-advisor-san-diego-south-park).
- San Francisco Bay Area: [The Castro](/lgbtq-financial-advisor-san-francisco-the-castro), [The Mission](/lgbtq-financial-advisor-san-francisco-the-mission), [Oakland](/lgbtq-financial-advisor-san-francisco-oakland), [Berkeley](/lgbtq-financial-advisor-san-francisco-berkeley), [Rockridge](/lgbtq-financial-advisor-san-francisco-rockridge).
- Palm Springs: [Downtown Palm Springs](/lgbtq-financial-advisor-palm-springs-downtown-palm-springs), [Cathedral City](/lgbtq-financial-advisor-palm-springs-cathedral-city), [Rancho Mirage](/lgbtq-financial-advisor-palm-springs-rancho-mirage), [Palm Desert](/lgbtq-financial-advisor-palm-springs-palm-desert).
- Sacramento: [Lavender Heights](/lgbtq-financial-advisor-sacramento-lavender-heights), [Midtown](/lgbtq-financial-advisor-sacramento-midtown), [East Sacramento](/lgbtq-financial-advisor-sacramento-east-sacramento).
- Seattle: [Capitol Hill](/lgbtq-financial-advisor-seattle-capitol-hill), [Ballard](/lgbtq-financial-advisor-seattle-ballard), [Columbia City](/lgbtq-financial-advisor-seattle-columbia-city).
- Portland: [Alberta Arts District](/lgbtq-financial-advisor-portland-alberta-arts-district), [Hawthorne](/lgbtq-financial-advisor-portland-hawthorne), [Northwest Portland](/lgbtq-financial-advisor-portland-northwest-portland).
- Austin: [South Congress](/lgbtq-financial-advisor-austin-south-congress), [East Austin](/lgbtq-financial-advisor-austin-east-austin), [Hyde Park](/lgbtq-financial-advisor-austin-hyde-park).
- New York City: [Chelsea](/lgbtq-financial-advisor-new-york-chelsea), [West Village](/lgbtq-financial-advisor-new-york-west-village), [Hell's Kitchen](/lgbtq-financial-advisor-new-york-hells-kitchen), [Park Slope](/lgbtq-financial-advisor-new-york-park-slope), [Jackson Heights](/lgbtq-financial-advisor-new-york-jackson-heights).
- Salt Lake City: [9th & 9th](/lgbtq-financial-advisor-salt-lake-city-9th-and-9th), [Central City](/lgbtq-financial-advisor-salt-lake-city-central-city), [Marmalade District](/lgbtq-financial-advisor-salt-lake-city-marmalade-district), [The Avenues](/lgbtq-financial-advisor-salt-lake-city-the-avenues), [Sugar House](/lgbtq-financial-advisor-salt-lake-city-sugar-house).
- Chicago: [Boystown](/lgbtq-financial-advisor-chicago-boystown), [Andersonville](/lgbtq-financial-advisor-chicago-andersonville), [Lakeview](/lgbtq-financial-advisor-chicago-lakeview), [Edgewater](/lgbtq-financial-advisor-chicago-edgewater), [Logan Square](/lgbtq-financial-advisor-chicago-logan-square).

## Life-event × city planning pages

Situational planning pages nested under each city pillar — targeting the industries and moments that dominate that metro.

- Los Angeles: [Entertainment industry planning](/entertainment-industry-financial-planning-los-angeles), [Equity compensation planning](/equity-compensation-planning-los-angeles).
- Orange County: [OC tech equity planning](/tech-equity-planning-orange-county), [First-home planning](/first-home-planning-orange-county).
- San Diego: [Military & veteran LGBTQ+ planning](/military-lgbtq-financial-planning-san-diego), [Biotech equity planning](/biotech-equity-planning-san-diego).
- San Francisco Bay Area: [Tech RSU planning](/tech-rsu-planning-san-francisco), [Pre-IPO equity planning](/pre-ipo-planning-san-francisco).
- Palm Springs: [LGBTQ+ retirement planning](/lgbtq-retirement-planning-palm-springs), [Snowbird & multi-state planning](/snowbird-financial-planning-palm-springs).
- Sacramento: [State employee pension planning](/state-employee-pension-planning-sacramento), [Public-sector benefits planning](/public-sector-benefits-planning-sacramento).
- Seattle: [Amazon & Microsoft equity planning](/amazon-microsoft-equity-planning-seattle), [WA estate tax planning](/washington-estate-tax-planning-seattle).
- Portland: [Self-employed & freelancer planning](/self-employed-financial-planning-portland), [Oregon estate tax planning](/oregon-estate-tax-planning-portland).
- Austin: [Tech relocation planning](/tech-relocation-financial-planning-austin), [Startup equity planning](/startup-equity-planning-austin).
- New York City: [Finance industry planning](/finance-industry-financial-planning-new-york), [Deferred comp planning](/deferred-compensation-planning-new-york).
- Salt Lake City: [Silicon Slopes equity planning](/silicon-slopes-equity-planning-salt-lake-city), [Medical professional planning](/medical-professional-financial-planning-salt-lake-city).
- Chicago: [Consulting partner-track planning](/consulting-partner-track-planning-chicago), [Big Law financial planning](/big-law-financial-planning-chicago).

## Optional

- [Privacy Policy](/privacy): How we handle your data.
- [Links](/links): Curated link hub.