facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Who We Serve

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. 

Learn More

Established Professional Women

You are driven and determined in the face of unequal obstacles. I am honored to work with you.

Learn More

Contingent Fee


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.

Learn More

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.