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Equi Financial Planning

Welcome to your financial planning professional's website. If you are reading this then at some point you worked with either Steve, Amy, Linda or I. Several years ago, Steve decided the time was right to retire, and I stepped in and continued on as a fee-only financial planner. I serve many of the households I had been an advisor to, but also have limited space for families who are looking to review their financial trajectory, establish a distribution plan for retirement, or just have a few questions answered about their financial picture. 

The best way to setup a time for us to chat by Zoom is via a link here -> Getting Acquainted.

Or you can call me directly at 206-395-5627

What's stayed the same?

  • Proud of being a fee-only fiduciary.
  • Services range from on-going holistic planning to one-time projects tailored to your questions and needs.
  • Investment advice for Do-it-Yourself investors.
  • Professional investment management (with AUM fee's starting at .50%)
  • The investment approach hasn't changed (low-cost index funds) however, we should have a talk about Environmental, Social, Governance investing (ESG.)

What's changed?

  • I am part of CGN Advisors LLC, a fee-only RIA that is SEC registered. They provide continuing education, compliance, backend systems, referral network and investment oversight and management. 
  • One of the new additions I've been excited to utilize is in-house tax preparation services as an optional add-on. 
  • Charles Schwab is our custodian of choice, however, as I noted above, I still work with DIY investors.
  • With fewer planners there are fewer households, which means more of my time is spent focused on you and your needs. 

What Next?

If you'd like the peace of mind of having a Certified Financial Planner™ professional review your financial goals and picture, start with a Getting Acquainted call today.