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Services & Fees
Our Price
First Month
$
299
-
Personalized financial support
-
No barriers to getting started
-
Comprehensive financial planning
Ongoing, Per Month
$
169
-
Personalized financial support
-
No barriers to getting started
-
Comprehensive financial planning
Helping you navigate your financial future with confidence
$299 First Month
$169 Ongoing, Per Month
- Personalized financial support
- No barriers to getting started
- Comprehensive financial planning
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.
