High Earning First Generation
Build wealth with intention while balancing your future goals with the family and community you want to support.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
LGBTQ+
Build a financial plan that reflects your values, chosen family, and the life you want, not someone else’s expectations.
Philanthropists
Align your giving with your values, then use tax-smart strategies to make every charitable dollar go further.
Major Milestones I Specialize In
Divorce Planning
Protect your future by understanding your full financial picture before making permanent decisions.
Retirement Planning
Plan for the life you want in retirement, not just the number you think you need to reach.
Sudden Wealth or Inheritance
Give yourself time before making big decisions; first clarify what you want this wealth to make possible.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Equalis Financial, we believe great financial planning starts with understanding the person before the portfolio. We take a deeply personal, values-aligned approach, helping clients clarify what matters most to them and then building a comprehensive financial strategy around those priorities. Our relationships are collaborative, proactive, and transparent. We integrate financial planning and investment management so clients receive coordinated advice across their entire financial lives... from cash flow, taxes, and retirement to estate planning, charitable giving, and investments. Rather than simply responding when a client has a question, we maintain a structured planning cadence that helps us anticipate decisions and keep clients moving forward. What sets Equalis apart is our ability to combine sophisticated financial advice with empathy and accessibility. We take complex financial concepts and make them understandable, create space for candid conversations about money, and recognize that financial decisions are often deeply connected to a client's identity, experiences, family, and values. Clients can expect to feel known, supported, and confident that their financial life is being thoughtfully managed... not just their investment portfolio.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.