At Equanimity we do it differently. We are focused on healing and progress. Many clients come to us with questions they think make them sound dumb, but there is no shame when working with us. We are unbiased and objective. We help clients by providing a new perspective and a clean slate to move forward from.
Our commitment to holistic advice means all relationships start with a Financial Plan.
We subscribe to the mantra of "No Prescription before Diagnosis", meaning, we will not advise you on something without knowing the full picture. Our clients continue planning with us because carefully measuring progress requires up-to-date information.