Katie Kimball Dyer

Money conversations are rarely just about numbers. They are about safety. They are about choices. They are about dignity. They are about what people need in order to move forward. In Episode 8 of The Heart of Finance, Katie Kimball Dyer spoke with Amy Smith of Aligned Mediation Services about mediation, divorce, and the many emotional layers that come with financial decision-making during a separation. When a relationship ends, people are often asked to make major decisions at a time when...

Financial decisions are rarely just about numbers. They are shaped by safety, survival, identity, access, stress, and lived experience. This post explores why LGBTQ+ inclusive financial planning must begin with compassion, not shame. People rarely make financial decisions in a vacuum. Money choices are shaped by income, family history, health, safety, identity, stress, access to information, and the options available at the time. Yet when someone seeks financial guidance, they often arrive...

Understanding the Importance of Inclusion in Financial Conversations Talking about money requires vulnerability. A meaningful financial planning conversation may involve income, debt, family relationships, past decisions, future fears, legal documents, health concerns, and the people you trust to make decisions on your behalf. For LGBTQ+ clients, these conversations may also involve explaining identities, family structures, legal names, chosen family, or experiences of exclusion. That is why...