Show your Pride: Building an Inclusive Practice with Cait Howerton, AFC®, CFP®

In honor of Pride Month, we dive deeper into the unique financial challenges of the LGBTQ+ community and learn the changes — both big and small — we can make to create a more inclusive practice. 

Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson speak with Cait Howerton, CFP®, AFC®, member of the LGBTQ+ community, and Lead Planner at Facet Wealth where she helps her clients uncover their life goals, navigate their money beliefs, and effectively use their earnings to achieve their dreams.

From higher youth homeless rates and increased student loan debt, to the impact of non-inclusive language, the group discusses the responsibility of financial coaches and counselors to not only understand, but meet the needs of their LGBTQ+ clients.

 Show Notes:

 00:52 Cait Introduction
01:39 Cait's Journey to the Field of Finance
06:45 A Financial and Social Advocate
08:03 The Unique, and Complex, Financial Challenges of the LGBTQ+ Community
11:34 Advise for Student Loan Borrowers
15:37 Building Inclusive Practices as a Financial Counselor/Coach
20:29 Resources for Building an Inclusive Practice
23:02 Cait's Two Cents       
 
 Show Note links:

Connect with Cait!
Twitter: https://twitter.com/caithowerton
LinkedIn: https://www.linkedin.com/in/caithowerton/

Resources:

Facet Wealth: https://facetwealth.com/
Smartpath: https://www.joinsmartpath.com/
Find an AFC: https://www.afcpe.org/find-an-afcpe-certified-professional/
Federal Student Loans: https://studentaid.gov/
2050 Trailblazers: https://www.2050trailblazers.com/
GLAAD: https://www.glaad.org/
Human Rights Campaign: https://www.hrc.org/resources
Prudential LGBT Financial Experience:
https://www.prudential.com/wps/portal/production/prudential/links/about/lgbt-financial-wxperience/!ut/p/z0/04_Sj9CPykssy0xPLMnMz0vMAfIjo8zivS08XD083A18DBzN3Qwc3SzdXc2D3J0szcz0C7IdFQEk0h_d/
The Trevor Project: https://www.thetrevorproject.org/
SAGE - Advocacy and Services for LGBTQ+ Elders: https://www.sageusa.org/

Celebrate PRIDE with ACFPE:  https://www.afcpe.org/news-and-publications/blog/afcpe-pride-month-2021/
AFCPE Equity Screen: https://www.afcpe.org/wp-content/uploads/2020/01/AFCPE-Equity-Screen-Final.pdf

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

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