Inclusive Financial Planning: A Resource Guide

Inclusive Financial Planning: A Resource Guide

Last updated July 2, 2020

The current climate is both heartbreaking and at the same time, inspiring. MainStreet stands in solidarity with those trying to make the world a more fair and just place. But stating our support isn’t enough. During these trying times, it’s important to remember that we’re all in this together!

We are working in conjunction with organizations in the financial planning profession to implement inclusive solutions, develop resources, and increase accessibility to fiduciary financial planning.

We’ve curated this Inclusive Resources List to provide you with beneficial information to learn more about the wealth gap in the U.S., identify ways that you can help, and share some of our favorite content to increase your own financial literacy.

We’ve broken our resources into categories depending on the type of help you’re looking for.


Ways to take action

  • Consider using this browser add-on that identifies whether you’re supporting a brand that is aligned with your values
  • Donate your money
  • Donate your time (sign petitions, make phone calls, participate in protests)
  • Educate yourself on the history of injustice faced by these communities
  • Support BIPOC/LGBTQ+ businesses
  • Invest in socially conscious investments


Educate yourself on the wealth disparity in our country


Search scholarships


Learn to negotiate salary 



Content MainStreet’s Team

has created to empower you to understand your money


Money Basics everyone should learn but haven’t yet




Spending and Budgeting 


Investing & Retirement




Auto insurance


Homeowners/Renters Insurance


Life Insurance


Other Insurance



Do you have any additional resources you’d like to share with us? Let us know! We’d love to add to this list.

Kassy Hunt
Kassy Hunt

Kassy Hunt joined MainStreet in April of 2016. She brings over 20 years of client service experience. She began waiting tables at 16, and has been helping people in one form or another ever since. Kassy has managed both music and videogame stores, been an Associate Financial Planner, and has even overseen a pirate bar. This widely varied experience, along with growing up around the world as a Navy brat, has given Kassy the ability and the desire to get to know, and help, all kinds of people. With the help of her son (office manager) James, she keeps our advisors on track, assists our clients with scheduling, and keeps the MainStreet trains running on time. In her limited spare time, she enjoys playing with her son and two dogs, sewing, making baked goods out of pumpkins, and attending Pirate festivals with her family, as her alter ego Poppet.

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