Kite and Compass Financial

Kite and Compass Financial logo
Name of Primary Practitioner
Korinne Sugasawara
Business Category
Business Excerpt
Fee-only financial planner for people building lives outside traditional structures. I help navigate the complexities most financial advisors don't—multiple households, chosen family, relationship transitions, and tough money conversations. LGBTQIA+, neurodivergent, kink and poly affirming. CalPERS/CalSTRS specialist.
Business Description

Traditional financial advice assumes one partner, one household, linear life paths. But your life is more nuanced than that.

I'm Korinne, a fee-only CERTIFIED FINANCIAL PLANNER® and Accredited Financial Counselor® who works with people building families and relationships on their own terms.

I help you navigate questions like:

  • How do we handle finances across multiple partners or households?
  • What does sustainable financial support look like when several people depend on me?
  • How do I protect my chosen family legally and financially?
  • How do I set boundaries around money in my relationships?
  • What does retirement planning look like for unconventional family structures?

Why clients work with me:

I'm queer and neurodivergent, and I've navigated building financial and relational security outside traditional structures myself. I also bring specialized expertise—as a former legislative analyst who analyzed California pension policy, I know CalPERS and CalSTRS inside and out.

Our work together is judgment-free, confidential, and designed around your actual life. You pay only for advice (fee-only fiduciary), and we build a plan that works for all the ways your life doesn't fit the mold.

Gender of Practitioner
Female
Education/Training/Certifications
Accredited Financial Counselor® and Candidate for CFP® Certification
Business Website Address
Business Contact Email
korinne@corepln.com
Country
USA
State
California
ZIP Code
95124
Internet Based Business
Yes
Do You Accept Insurance?
No
Poly Awareness Level
Aware
Kink Awareness Level
Knowledgeable
Valid Since
01/02/2025
Swinger (Lifestyle) Awareness Level
Friendly
  • An Asian American woman with glasses and black hair smiles at the camera. She's wearing a blue blazer and standing outside.

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