Who We Are
We are a company dedicated to meeting you where you are – making you feel at home and confident in achieving your objectives. We believe that everyone is a work in progress, but that we all have a stronger foundation than we realize.
We are pro-Black, pro-queer and feminist.
We specialize in serving BIPOC, queer and trans professionals. We seek out individuals and organizations that prioritize equity, social justice, ethical decision-making and integrity. We want to live in a world in which those traits define “business as usual.” We can’t wait to work with you.
Kerrie Carden, CFP
You already have the skills and negotiating power to build your ideal career. We help you identify where you want to be, and leverage the expertise and talent you already have in your corner. Together, we’ll build a strategy using who you are to take you where you want to go.
The job of your money is to give you options for how you want to spend your time. We analyze your habits, assets, and investments to solidify a financial planning system that is sustainable because it’s designed for you and your financial well-being. We are a fee-only firm, and do not receive commissions on recommendations or products.
We specialize in enhancing operational efficiency and revenue opportunities with compassion and humanity. Our expertise in the B2B and technology sectors applies to all industries, both for- and non-profit, to stimulate your business’ growth and capabilities.
What We Believe
Our mission is to make your time work for you. We leverage the strengths and assets you already possess to provide an actionable roadmap for achieving your goals.
We believe in leaving the world better than we found it.
You are smart, and hard-working. Your career, money, and business should give you the life and the choices you want for yourself.
"I always leave our conversations feeling empowered, motivated, and affirmed. "
Client for 1 year
"I LOVE the savings spreadsheet. It's really helped reduce my anxiety about using our savings."
Food Policy Expert and Lawyer
Client for 4 Years
"Negotiating is intimidating, but it wasn't as bad as I built it up to be. I hit my target salary!"
College and University Consultant Client for 2 Years
We've added courses to increase our ability to meet our clients where they are. These courses take the best practices developed through 1-on-1 work to offer a lower cost, self-paced option for folks.
We hope you enjoy these offerings!
What our clients say...
"Equip Advisory helped
me transition to become a
full-time freelancer in a new industry. Their personalized advice and materials were incredibly thorough — I have referred back to them time and time again!"
"Since I started working
with Equip Advisory, I was
able to successfully switch
into a new career after
years of trying and I've
even been promoted to a
"Through working with
Equip Advisory, I felt
empowered to make the
right decision for me and I
feel so much more