Equitable and Transparent Pricing

Equip Advisory is committed to fair and transparent pricing. I am a fee-only firm – meaning I do not earn commissions or referral fees from products or tools I may recommend to you. The fees you pay for the services I provide represent the compensation I earn from working with you.

Our sliding scale rates mean that clients can pay what their income and wealth can afford, receive high quality services and support my ongoing ability to provide these offerings as broadly as possible for as long as possible.

Every household served by Equip is one more with enhanced ability to use their unique talents and resources to build a more just tomorrow for all.

A portion of our revenue is donated to Free From, an organization that supports survivors of intimate partner violence to become financially stable and financially free, B-360, an organization using dirt bike culture to build bridges in communities and The SOS Fund, an organization preventing home loss and resident displacement in Baltimore City .  

Wealth Architect Offerings

  • Ideal for those in times of transition: new job, growing family, aging or dependent loved ones, ready to pay down debt, feeling financially broke and want help.

    This an affirming live session to understand your money, goals, and values, and then provide specific advice on how to build an abundant present and joyful future.

  • Ideal for specific career or financial goals, typically accomplished over 1-3 sessions.

    Example goals: pursuing a new career, buying a house, affording to support loved ones, using unexpected money to pay down debt or build your future.

  • Virtual meetings with up to 10 participants on custom topic and goal areas.

    Typically 4-6 weekly sessions.

    I bring the content and format, you bring your group.

  • You’ve got something you need and want to do, but you’ve been putting it off.

    I’ll be your body double, sitting with you (virtually or in-person in Baltimore) to accomplish your specific goal(s) during the session.

    Often pairs with recommendations from Comprehensive Financial Plan and Hourly Planning.

Sliding Scale Pricing

All fees are offered on a sliding scale to increase accessibility: 

  • Comprehensive Financial Plan: $1,000-$1,500 one-time fee (by annual income)

    • A reduced rate DIY option is available by request for folks with income under $60,000/yr

  • Hourly Financial Planning and Career Coaching: $300-450/hour (by annual income)

  • Body Doubling Sessions: $100/hour

  • Group Workshops: $100 per person, per session; 5 participant minimum

As a Certified Financial Planner with 15+ years of career and business coaching experience, clients receive expert support, detailed recommendations, and services delivered with empathy and compassion.

No matter what rate you pay, all clients receive the same high quality of service. 

Short emails and text follow-ups come at no cost.