Plan Confidently.
Build Wealth.
When it comes to planning for your future, why leave it up to chance? Let us help you build a plan to grow your wealth with confidence.
How we help
Take control of what matters
Together, we’ll design a step-by-step plan to protect your family, build your wealth, and live the life you’ve only imagined.
Advice & Accountability
You're constantly presented with life changes and new challenges. We'll be with you to answer your questions and keep you on track.
Retirement & Savings
"Should I save for my vacation or put more in retirement?" We'll help you balance saving for today's goals and your future.
Risk Management
Protect your family and your wealth. We'll make sure you have the right coverage to keep you safe no matter what life throws your way.
Investments
Stocks, Mutual funds, ETFs, Bonds, Annuities, ESG, Direct Indexing, and the list goes on. We'll design a portfolio that fits your needs.
Taxes & Efficiency
Tax laws are always changing. One small choice could cost you $1,000s. We'll monitor your income and utilize strategies to minimize your tax.
Estate Planning
"Do I need a will or a trust? Do I need a power of attorney if I'm married?" We'll help you understand your estate so you can preserve your legacy.
Looking For advice that isn't
driven by sales?
You're in the right place.
Our Fee-Only model removes conflicts of interest that arise from product sales. We're paid by you alone so you can trust our advice is in your best interest.
Let's get started...
You’re living well and enjoying life, but you know there’s a gap or two you haven’t addressed. That’s okay! We can help you change that.
Working with Equip will clarify your vision, close the gaps, and blow the lid off what you thought was possible for you and your finances.
In our partnership, you'll receive-
- Complete insight into your personal finances so you know where you are and what you need to achieve financial freedom
- A custom-designed strategy to maximize growth, minimize taxes, protect your wealth, and create a legacy
- Ongoing one-on-one support to help you overcome obstacles and tackle the unexpected
- Advice you can trust. You don't have to worry about being sold something. We don't do that here. Ever.
Not sure you need a financial partner to help you plan?
Let's start with a complimentary call to feel things out.
Questions We're Often Asked...
What is financial planning?
Too many people view financial planning as a document or a plan you put in place and don’t deviate from. That’s far from our view of planning. We see planning as an ongoing process of evaluating your options and optimizing your outcomes. When you view your decisions through the lens of your plan, you stay on track.
Do you sell anything?
This is a great question to ask anyone that’s giving you advice. If the advisor sells a product, how do you know if their advice is driven by the sale of a product? You don’t. That’s why we don’t sell anything. Ever. You can trust that the advice we give is in your best interest.
Who needs a financial plan?
We believe everyone should have a financial plan. However, everyone’s financial plan looks different. If you have goals for the future but want to live a fulfilling life now, a financial plan can help you find your right balance.
Do you offer investment management?
At Equip, we believe our value extends far beyond investment management. That’s why we don’t have a minimum portfolio size. Investment Management can be added as a service for anyone receiving ongoing financial planning. However, Investment Management is not offered as a standalone service.
Are you a fiduciary? And what does that mean exactly?
Being a fiduciary means that one is required by law to act in your best interests. We always act as a fiduciary. It’s part of our “Fee-Only” philosophy. Unfortunately, the financial industry allows some advisors to be fiduciaries only part of the time. You’ll typically hear it called “Fee-Based.” We believe this adds conflicts of interest.
How much do you charge?
We have several service models for serving clients: Ongoing Planning, Planning + Investment Management, and Project-Based. Our Ongoing services begin at $1,250 per quarter and increase based on the complexity of your financial situation. Investment Management is an add-on service and fees are based on a percentage of Assets Under Management. Project-Based services are billed based on complexity with a minimum of $500 per project. Learn More
Do you meet with clients virtually?
Absolutely! We are designed to comfortably meet with clients 100% virtually. In fact, most of our clients prefer this method because of the time saved by not having to travel to or from an office.