Curious Financial Counsel
- Equality Loudoun
- 13 minutes ago
- 2 min read
CONTACT
JOINED
Joined on April 6, 2025
INDUSTRY
Business
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DESCRIPTION
My name is H.L. Norwich, and I am both a Certified Financial Planner and a licensed attorney specializing in tax and estate planning law.
When you consult me, we’ll begin with developing clarity about life that YOU want for yourself and your loved ones, and then I help you put your money to work to achieve it. I break down the artificial barriers between financial, tax, and legal advice so that you can get real, integrated, and attuned answers to your questions, instead of run-arounds or gaps between different professionals. I charge hourly or flat fees for my services so you can stay in control of your accounts and don’t have to meet any minimums or pay ongoing fees.
General Survey
Question: What percent of your organization identifies as part of the LGBTQ+ community?
Answer: More than 10%.
Question: What are your policies on LGBTQ+ trainings?
Answer: Not applicable.
Question: How often do you require or recommend LGBTQ+ inclusive training?
Answer: Curious is my business’s first name! I’m always hungry to learn more about the variety of experiences and challenges within the LGBTQ+ community.
Question: Which best describes your current policies and procedures for your LGBTQ+ staff?
Answer: As a queer solo practitioner, my policy is to strive to be self-affirming and self-aware, and my procedure is to take care of myself with a good therapist, lots of dancing, and supportive community.
Question: Which best describes your current policies and procedures for your LGBTQ+ clients?
Answer: We have used references from LGBTQ+ organizations to build our policies and procedures.
Question: How do you create a positive space for the LGBTQ+ community?
Answer: I am particularly mindful of the wide variety of family and relationship structures within our community and relish the opportunity to help people plan outside of heteronormative cookie cutters. In addition to making space for deep listening and support for all forms of family, I use planning software that includes nonbinary gender identity and strict standards for data privacy.
Industry Survey
Question: Which queer organizations have you worked with, donated to, or supported- now or in the past?
Answer: Equality Loudoun, Equality Virginia, Dulles Triangles, LGBTQ+ Bar Association
Question: How do you promote diverse employment among qualified job applicants?
Answer: Not applicable.
Question: How do you try to create a queer-inclusive business space?
Answer: I generally meet with clients either by Zoom or by house call in the privacy of their own homes.
Question: What are examples of your queer-inclusive policies? (Do you have all-gender restrooms? Do you have a trans-inclusive policy for your facilities? Do you allow customers and/or employees to change their information easily and confidentially?)
Answer: I am personally nonbinary and legally changed my first and last names a few years ago, so I know very well the challenges and frustrations having a name and gender marker assigned at birth that didn’t fit. Since I don’t custody or manage financial accounts, I don’t have to follow Know Your Customer institutional rules and will address anyone as they request, no paperwork required.
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