Partnerships for Visionary Businesses & Organizations

Radical prosperity isn't built in isolation. The businesses and organizations we partner with share something important with us: a belief that our communities show up when they’re shown love. If you're working toward a more equitable world and looking for a trusted collaborator to bring that vision to life for your audience, let's talk.

Why Partner with Equip?

  • Trust-Building Education: Real value today creates loyal audiences tomorrow.

  • Turn-Key Programming: Custom or ready-made workshops, all through one partner.

  • Brand Integrity: A Fee-Only, CFP®-led firm with zero hidden agendas.

What’s different about Equip’s approach

Our workshops go beyond information. They create space for honest, unguarded conversation that centers experiences too often left out of the room. By grounding practical guidance in intersectional, pro-Black feminist frameworks, we equip participants with the tools and confidence to:

  • Build pathways toward intergenerational freedom

  • Challenge and dismantle the systemic barriers holding them back

  • Strengthen their mental and emotional well-being

  • Help their employers grow into the future-ready organizations they want to be

Start the Conversation

A Sampling of Our Partnerships

  • circular image with equip, robinhood and usbc logos

    Retirement Workshops for the Self-Employed

    A collaboration with Robinhood and the U.S. Black Chambers of Commerce, we delivered numerous in-person workshops to Black business owners across the U.S.

  • circular image with logos of equip and instrument

    Financial Literacy Q&A

    Hosted by 6 affinity groups within Instrument, we led a candid discussion of attendees top personal finance questions and concerns.

  • circular logo with image of equip and future thought leader

    Future Thought Leaders Business Finance Session

    In collaboration with the Future Thought Leaders’ Program whose audience is predominantly women, femmes and non-binary impact leaders, we provided a candid private session to address their most pressing business finance challenges.

  • circular image with logos of equip and center for urban families

    Financial Foundations Workshop

    With a custom curriculum, we lead a pro-Black personal finance workshop for the Center for Urban Families’ Responsible Fatherhood program.

  • circular image combining equip and enoch pratt free library logo

    Learning in Community

    Open to all community members, we led a judgment free workshop about the basics of managing money at the Waverly branch. Participants received a tool to create 1 goal and monitor progress for the next 30 days.

Start the Conversation

Testimonials

  • "Wow. The relief people had on their faces after getting your insights. THANK YOU. "

    —Femily, Future Thought Leader

  • "I think this was the perfect "in" for a lot of people. I had more than one person share that they grew up in a family with no solid financial understanding or foundation, and that your talk demystified things and made them feel like they had a starting point.

    —Riley Huston, Instrument

  • "When I need someone to run a financial education workshop, Kerrie's always top of mind and usually my first call. I’ve worked with Equip Advisory on multiple financial education workshops. Kerrie is an ideal collaborator — responsive, solutions-oriented, knowledgeable, empathetic, and committed to helping people to build things in the present that can support a better future for all."

    —Karen Goldfeder, External Affairs and Community, Senior Strategist 

  • "THANK YOU!!!! This was such a powerful conversation."

    — Shannon O’Malley, Shan& with TWIST Biosciences

  • “We received a lot of positive feedback from the workshop. One attendee mentioned that they really enjoyed that "the speaker focused on financial planning from a positive viewpoint to create momentum." Most of the attendees are interested in another workshop as well, especially with a focus on investing (like home-buying and creating generational wealth).”

    — Neelam Prasad, Branch Manager, Enoch Pratt Free Library - Waverly Branch

Start the Conversation

Scheduling and Pricing

My equity-focused pricing model is designed to be accessible to businesses and organizations of all sizes. This offering subsidizes my services to individuals and families that need services but cannot afford market rate.

I work hard with clients to tailor content and structure to meet their budget.

I do not offer organizations free workshops or labor in exchange for exposure.

Start the Conversation

Let’s build something together

Interested in partnering with Equip or simply learning more?

Share your info and we’ll be in touch.