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159 – Brian Thompson – Socially Responsible Investing as a Healing Art

“It has to be your flag […]. So, being able to do that internal work and say, ‘Oh, what is it that I want to be? What is it that I want to look like? And how do I want to present myself?’ and letting that be okay, keeping your flag the one that’s flying rather than trying to be somebody else, no matter what it is.” ~Brian Thompson

In the right hands, financial planning is a healing art. Wait, don’t tune out! I go cross-eyed, too, thinking about indexes and funds and allocations! Just hang with me a sec. I promise you’ll fall in love with my amazing guest Brian Thompson, tax attorney, certified financial planner™, registered life planner™, Forbes features writer, and podcaster. He’s also a super friend and my Al-Anon pal. 

Brian occupies many intersections and all of them inform his approach to socially responsible investing (or ESG). You’ll leave here wiser and psyched about putting your values before your returns.

I anticipate some whining. ‘But Sarah, if I put my values before my returns, I won’t have anything to live on!

Y’all, that’s just capitalism’s vice-like grip. It’s time to integrate conversations about what we want to do with our money into our healing practices. 

And I’m over here just trying to imagine a world where all financial planners show up the way Brian does. What a wonderful world that would be.


Brian E. Thompson. As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor.


For full show notes, resources, and links to connect with our guest, visit:



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