Cris Caruso is a fee-only financial advisor who left a big national firm to build an independent practice serving LGBTQ+ people, women breadwinners, and Gen X clients. Her comfort shows β Alias, Wednesday, and 10 Things I Hate About You β set up a conversation about identity, not fitting the mold, and building a business anyway.
In this episode:
- Why Cris documents every business relationship, even collaborations with friends
- What health insurance actually costs without an employer subsidy (roughly $20-30K/year for two people)
- How market downturns hit her revenue directly, and how she prepares for it
- Why "entrepreneurial poverty" disproportionately hits women, people of color, and queer founders
- Her advice for anyone uncomfortable talking about money with collaborators or clients
Connect with Cris Caruso:
Cris is Principal, Owner, and Financial Advisor at Savoire Financial, where she provides financial planning focused on LGBTQ individuals, couples, and women decision-makers. With a career in financial services since 2004 and both CRPC and BFA designations, she starts every client relationship by exploring values and vision before ever talking strategy β using behavioral finance to help people navigate the emotional side of money, not just the numbers. Outside the office, she's had a yoga practice since 2004 (certified teacher since 2022) and spends her time near the ocean exploring the East Coast with her spouse, Tina, and their dog, Daisy.
π Website: http://www.savoirefinancial.com
π± Follow: https://www.linkedin.com/in/criscaruso/
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This season was produced and edited by Mary Williams through Sensible Woo and Sasquatch Media Grounds, out of Vancouver, WA.
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