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Services & Fees

Jump Start

Not ready for an ongoing relationship? That's okay. The Jumpstart gives you a complete financial snapshot and a prioritized action plan — in two sessions, over 30 days.

$699 - One time payment. No ongoing commitment

 

You’ll leave with:

  • Creating a realistic budget A clear picture of your complete financial life (income, debt, savings, insurance, investments)
  • A prioritized list of the three to five things that will move the needle the most
  • Answers to the specific questions that have been keep you up at night
  • A written summary of everything we covered, yours to keep.

 

Who it’s for:

Someone with a specific financial question, a life event on the horizon (marriage, baby, new job, buying a home), or who wants to see what a financial plan even looks like before committing to an ongoing relationship.

 What’s included:

  • 2 video sessions (60 minutes each)
  • 30-day engagement window
  • Financial snapshot analysis
  • Prioritized action plan (written document)
  • A written summary of everything we covered, yours to keep
Book a Free Intro Call
Discovery_ Understanding You and Your Goals

Foundations Plan

This is the full financial planning relationship. It's built around the six phases of The Blueprint Method — and it doesn't end when the plan is written. Life changes, and your plan should change with it.

$399 Onboarding

$199 Ongoing, Per Month

 

You’ll get:

  • 4 planning meetings per year (video, 60 minutes each)
  • Full coverage of all six Blueprint Method phases
  • Ongoing access to your planner between meetings via email
  • Annual plan review and updates
  • Priority scheduling for life events (job change, birth of a child, etc.)

 

Who it’s for:

Young families and first-generation wealth builders who want a year-round financial partner — someone who knows your whole picture and is in your corner as life happens.

Book a Free Intro Call
Crafting Your Financial Plan

Wealth Builder Plan

Everything in the Foundations Plan, plus deeper planning for the financial situations that require more: equity compensation (RSUs, options, ESPP), business ownership, cryptocurrency, and complex tax scenarios.

$399 Onboarding

$299 Ongoing, Per Month

 

You’ll get:

  • 6 planning meetings per year (video, 60 minutes each)
  • Full Blueprint Method coverage with additional depth
  • Equity compensation analysis and tax optimization strategy
  • Business owner planning (cash flow, entity structure, exit)
  • Cryptocurrency integration into your overall financial plan
  • Ongoing access between meetings

 

Who it’s for:

Business owners, employees with equity compensation, and crypto holders who need a planner who understands the complexity of their financial picture — and can build a plan around all of it.

Book a Free Intro Call

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!

Fee-only means Equanimity Wealth is paid only by you — the client. We do not earn commissions, referral fees, or any other
compensation from financial products or third parties. When we make a recommendation, the only thing driving it is what’s best for
your plan.

Advice-only means we do not manage your investments for you. We build your financial plan, help you understand your options,
and give you the direction to implement. You stay in control of your accounts. This keeps costs lower and eliminates conflicts of
interest.

No. Equanimity Wealth does not have a minimum asset requirement. We work with people based on their goals and their readiness
— not their portfolio balance. If you’re ready to get serious about your financial life, that’s the bar.

The Jumpstart is a one-time engagement. Two sessions over 30 days. You leave with a financial snapshot and a prioritized action
plan. It’s great if you have a specific question, a major life event coming up, or you want to experience working together before
committing to an ongoing relationship.
The Foundations Plan and Wealth Builder Plan are ongoing. You get year-round access to a financial planner who knows your
whole picture and updates your plan as life changes.

Ongoing planning clients typically stay for years, not months — because financial planning isn’t a one-time event. Your plan needs
to evolve as your income, family, goals, and the economy change. Most clients find that the ongoing relationship is where the real
value is.

Equanimity Wealth serves clients all over the United States.

Equanimity Wealth serves clients all over the United States.

The Blueprint Method is the six-phase framework Equanimity Wealth uses for every client engagement. It covers the full financial
picture: Surface → Sort → Stabilize → Optimize → Project → Protect & Pass. [Learn more about The Blueprint Method →]

Yes. As a CFP® and a registered investment adviser, I am legally and ethically required to act in your best interest. That’s not a marketing claim — it’s a legal standard. Equanimity Wealth is also fee-only and advice-only, which structurally eliminates the
conflicts of interest that make the “fiduciary” question important in the first place.

Book a free intro call. No pitch, no pressure.

Cancellations & Refunds

Submit a 30-day written notice to cancel anytime.
Yes, any unearned fees will be prorated and refunded.
Yes, though a new onboarding fee may apply.
No, you can cancel anytime with 30 days’ notice.

Frequently asked questions