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Financial Planning for LGBT and Nonconventional Couples

Joshua Charles

With Joshua Charles, Certified Financial Planner, Board Member – Pride Planners, Founder – Financial 360

Joshua T. Hatfield Charles focuses on creating customized financial plans to help individuals or members of a committed life partnership from unexpected financial surprises and irrevocable outcomes due to a lack of appropriate planning. He helps married and unmarried individuals and couples keep their financial lives in order by providing them with the necessary financial tools and education needed to handle long-term decisions.

As a Board member of Pride Planners, which provides financial planning and advice to the LGBT community, Joshua talks about the financial implications of the Supreme Court’s ruling against a ban on same sex marriages and addresses financial planning for non-gay and gay couples in an environment where people are in committed relationships but decide not to get married. He talks about how the ruling is changing things and has, in the near term, made things more ambiguous for non-conventional couples.

I've been an investment strategist and adviser for over 35 years, leading with a mission of unbiased advice to educate and protect listeners on my weekly radio show on NPR affiliates nationwide. I have been named a “Top 100 Wealth Advisor” by Worth Magazine and “Top Advisor” by Reuters.