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Financial Planning
About Us
At Citrine & Gold, we offer independent, fee-based financial advising, planning, and asset management designed to reflect your life & values. As a fiduciary and Queer-owned firm, we’re committed to serving the LGBTQ+ community and our allies with transparency, purpose, and heart. Whether you're building a business, navigating a major life shift, or planning for long-term wealth, we help align your financial strategy with your identity and your values - so your money grows with meaning.