In Episode #23 of NAPFA Nation, host Marie Swift speaks with Jennifer Dazols, CFP®, Founder and Lead Financial Planner, and Lisa Dazols, Head of Operations at Modern Family Finance. 

The conversation focuses on the Dazols' journey and motivation for creating Modern Family Finance. Their fee-only financial planning company focuses on typically underserved and underrepresented communities: women and LGBTQ+ individuals. Learn about their passion project, the documentary Out and Around, which showcases inspiring “Supergays” making impactful contributions across the globe, and their educational guides made in partnership with the It Gets Better Project. The Dazols also share their experience being members of NAPFA and Equita Financial Network. The discussion outlines the distinction between financial advisors who adhere to the fiduciary standard and why trust and transparency are central to Modern Family Finance.

In a nutshell:
-    Financial planning nuances for women and LGBTQ+ individuals
-    Out & Around, a documentary about the international LGBTQ+ movement
-    Educational guides made in partnership with the It Gets Better Project to empower LGBTQ+ youth
-    Financial planning communities that provide a sense of belonging and support
-    Why the Dazols embraced the fiduciary standard versus adoption of a traditional fee-based advisory firm

Jennifer Dazols and Lisa Dazols are a dynamic couple known for their impactful work in the LGBTQ+ community. Based in San Francisco, they left their conventional jobs to embark on a journey of discovery and advocacy. Their mission was to find and document the stories of extraordinary LGBTQ+ individuals around the world, whom they affectionately termed "Supergays."

Their adventure took them to fifteen countries across Asia, Africa, and South America. They sought out leaders and activists who were making significant strides in the fight for LGBTQ+ rights in regions where such freedoms are often limited. This journey culminated in the creation of their documentary, “Out & Around,” which highlights the resilience, courage, and achievements of these global LGBTQ+ heroes. 

The Dazols’ work extends beyond filmmaking. They are passionate storytellers and advocates for equality, using their platform to raise awareness and inspire change. Their TED talk, “This is what LGBT life is like around the world,” delivered at TEDWomen 2015, shares their experiences and the powerful stories of the individuals they met. The talk emphasizes the universal struggle for acceptance and the diverse ways in which LGBTQ+ people are fighting for their rights.

Jennifer Dazols has been a NAPFA Member since 20023. Together they own and operate Modern Family Finance. Learn more at www.ModernFamilyFinance.com.