- Home
- Our Process
Our Process
1. Discovery
Understanding your goals & challenges (includes common questions).
2. Digging In
Financial snapshot & document
collection.
3. Crafting Your Plan
Personalized financial blueprint
with action steps.
with action steps.
4. Ongoing Support
Regular meetings, accountability,
and adaptation to life changes.
and adaptation to life changes.
Discovery: Understanding You and Your Goals
We start by getting to know you, your values, and your financial goals. This is your time to share what’s most important to you and your family.
Common questions we help clients address:
- How do I balance saving for my kids’ education and retirement?
- What should I do with my student loans?
- How do I confidently merge finances with my spouse?
- How much can I spend on a home without stress?
- Am I on track for my financial goals?
We take the time to listen and ensure you feel understood, no matter where you are on your financial journey.
Digging In: Your Financial Snapshot
Once we’ve uncovered your priorities, we’ll gather the details needed to build a complete financial picture. This includes:
- Pay stubs, benefits information, and account statements.
- Spending habits, savings goals, and future plans.
We’ll organize everything in a secure and straightforward way using financial tools like RightCapital, making the process stress-free and engaging. Our goal is to uncover opportunities to make your financial life simpler and more effective.
Crafting Your Financial Plan
This is where the magic happens. Using the information you’ve shared, we’ll craft a customized financial plan tailored to your goals and values.
- Immediate Action Steps: Clear, actionable recommendations to address your most pressing concerns.
- Opportunities to Thrive: Suggestions you may not have considered to help you reach your goals faster.
- Your Financial Blueprint: We organize everything into a plan that feels approachable, actionable, and achievable.
We make sure you leave this step feeling confident and empowered to take control of your finances.
Ongoing Support & Guidance
Financial planning is never “one and done.” Life changes, and we’re here to adapt your plan as it does.
- We meet regularly to check progress, adjust as needed, and answer new questions.
- Expect ongoing accountability—we’ll follow up if we haven’t heard from you.
- Big life changes? Whether it’s a new job, growing family, or unexpected expense, we’ll help you navigate it with confidence.
Our approach is flexible because personal finance is personal. No matter your situation, we’re just an email or call away
Bonus: Exclusive Client Resources
As an Equanimity Wealth client, you’ll enjoy additional perks to support your journey:
- Monthly Newsletters: Packed with financial tips, market insights, and even lifestyle recommendations.
- Educational Webinars: Learn about budgeting, tax strategies, or preparing for life’s milestones.
- Customized Tools: Access resources and templates tailored to your goals.
What We Promise
Supportive Environment
A judgment-free space to explore
your finances.
your finances.
Personalized Guidance
Clear, honest advice tailored
to your goals.
to your goals.
Unbiased Advice
No account minimums, no product sales, no commissions—just unbiased guidance.
Why We Stand Out
Pressure-Free
We don’t push you into decisions or overwhelm you with jargon.
Relaxed Approach
No suits, no ties, no
unnecessary formality.
unnecessary formality.
Future Focused
We never judge your financial past—we’re focused on building your future.
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!
