Here at Queer & Trans Wealth, transparency is key.

Here’s what you need to know:

• Leo is a financial coach, not a CFP (certified financial planner) or CFA (certified financial advisor). For legal purposes, they provide financial education — not advice. They are not authorized to give any guidance about investing in specific stocks or buying specific types of life insurance.
• Anonymized data: We may create data, intelligence, or writing based on your sessions. This data, intelligence, and writing is used to (1) improve our services, (2) improve our marketing and fundraising strategies, and (3) for journalistic research. You may always opt out of anonymized data collection.
• Cancellation policy: Other than emergencies, we require a 24-hour notice if you need to cancel or reschedule your appointment.
• Refunds: We do not offer refunds for sessions we have already completed.
• Leo lives with chronic pain: Sometimes, Leo may need to cancel our session due to chronic pain flare-ups or mental health days. Other than emergencies, our team will give you a 24-hour notice if Leo needs to cancel or reschedule your session.