Services & Fees

Ongoing Support

$ 299

Personalized financial support
No barriers to getting started
Comprehensive financial planning

$ 169

Personalized financial support
No barriers to getting started
Comprehensive financial planning

Helping you navigate your financial future with confidence

$299 Onboarding

$169 Ongoing, Per Month

Financial Coaching

Financial Coaching: to Help You Move From Surviving to Thriving

Our financial coaching offers an affordable, judgment-free way to gain clarity and control over your money—without committing to a monthly subscription. It’s a great option if you’re not ready for a full financial planning relationship but want expert guidance tailored to your current situation.

Whether you’re navigating debt, budgeting, saving, or working toward financial goals, we’ll meet you where you are with personalized, one-on-one support. Our advice-only model means we don’t sell products—just practical strategies to help you make confident financial decisions.

We’re based in Glendale, CA and work virtually with clients across the U.S., including families, creatives, educators, and small business owners.

Common topics we cover

Start where you are. We’ll help you take the next step.

Start Your Financial Journey Today

Get personalized, judgment-free financial guidance that aligns with your values. Just honest support for every stage of life. Schedule a consultation now!

What is the Equanimity Wealth subscription model?

A monthly financial planning service providing ongoing guidance, plan updates, and support.

How is this different from traditional financial planning?

No large upfront fees or asset minimums—just affordable, continuous financial advice.

Who is this best suited for?

Individuals and families who want ongoing financial support without asset-based fees.

What financial areas do you cover?

Budgeting, cash flow, retirement, tax planning, estate planning, and investment guidance.

Do I need a certain level of assets to qualify?

No, our services are accessible to clients at all financial stages.

Pricing & Payment

How much does it cost?

$299 for the first month, then $169/month moving forward.

How is the fee billed?

Monthly, in arrears, via electronic funds transfer or check.

Are there any additional costs?

Only for external services like tax preparation or estate planning.

Service & Meetings

How often do we meet?

We aim to meet every quarter to review your financial plan and progress. If we don’t hear from you, we will reach out to schedule a meeting.

Can I request extra meetings?

Yes, additional meetings are included in your subscription.

Do you manage my investments?

No, but we provide investment guidance and strategy recommendations.

Cancellations & Refunds

How do I cancel my subscription?

Submit a 30-day written notice to cancel anytime.

Will I receive a refund if I cancel?

Yes, any unearned fees will be prorated and refunded.

Can I restart after canceling?

Yes, though a new onboarding fee may apply.

Is there a long-term contract?

No, you can cancel anytime with 30 days’ notice.

Services & Fees

Ongoing Support

First Month

Ongoing, Per Month