Holistic Style of Financial Planning
As a financial planner, I take a holistic approach and listen to your perspective on your financial situation and goals. This means:
Collecting data from you to better understand your overall finances
Using that data to build a plan that can meet your goals or suggest alternatives to work toward instead
Money is a common source of anxiety and many people feel like they’re getting it wrong. At Equip, we believe, everyone is doing their best with what they know. We want to remove judgment and stigma from finances to support you as a whole person.
When you sit down with a financial planner, the goal is for you to walk away understanding how you can set yourself up to align your money and your habits with your values and goals.
“I develop financial plans that build on the strengths you already have to give you the information you need to feel more confident and secure in what to do next.”
Ashley Stewart
“I always leave our conversations feeling empowered, motivated, and affirmed.”
Reasons you might want to work with a financial planner
My financial plans are tailored to your personal situation and needs. You want our support if:
You want to plan for a big financial goal – Buying a house, saving for retirement, or caring for a loved one
You want to pay down debt – School loans, credit card debt, etc.
You feel broke, and don’t understand why – Need to identify where money is going and how to adjust