At Equi Financial Planning, I focus on communities that are underserved.
These clients are driven by a genuine passion for what they do.
Early Career Professionals
Your motivation to evolve into a confident financial decision-maker is inspiring. Life is full of transitions, and having the right guide can create strong money habits.
Established Professional Women
You are driven and determined in the face of unequal obstacles. I am honored to work with you.
Contingent Fee
Attorneys
You are driven to succeed for your clients. Allow me to support you in this effort by creating a tax-efficient financial plan with you.
I admire Contingent Fee Attorneys, Established Women, & Young Professionals
For their drive, despite the obstacles that stand in their way.
I am excited to do my part in opening doors and removing the barriers to your financial freedom.