Your Investment:

Cost and Time Commitment

Equip Advisory is committed to fair and transparent pricing. I am a fee-only firm – you pay per interaction, and I don’t make money off of anything else we do together, such as commissions or fees on any money you make.

A portion of all of our fees is donated to Free From, an organization that supports survivors of intimate partner violence to become financially stable and financially free.  

Types of Engagement

  • Total Time: 3 hours

    Includes: Document gathering; 2-hour planning session; recommendations review

  • For distinct career, business or financial goals to achieve over 3-4 months.

    Time: Three 1 hour sessions

    Includes: Identifying, planning, strategizing for achievement of client’s goal(s)

  • For career, business and/or financial goals

    Time: Six 1 hour sessions

    Includes: Identifying key goals; planning, strategizing and supporting execution

  • Time: Twelve 1 hour sessions for the price of 10

    Includes: Identify, plan, receive strategic and accountable support for 1 big specific goal; used as needed throughout a year.

  • Purchase any of our packages to be used by a family member or friend

Sliding Scale Pricing

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

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

  • Comprehensive Financial Plan: $1,000-$1,500 one-time fee

  • Hourly Service Rate: $300-450/hour

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.