Equanimity Wealth, LLC offers financial planning services to individuals, including high net worth individuals. They provide ongoing financial planning, which involves working with a planner to monitor and update a comprehensive financial plan covering areas like net worth, cash flow, insurance, retirement, and estate planning. They also offer project-based financial planning services on specific topics. Additionally, they offer technology subscriptions to access financial planning software.
Fee Structure
Equanimity Wealth offers ongoing financial planning for a monthly fee. The first month costs $399, and subsequent months range from $169 to $199, depending on the complexity of your situation. This fee covers ongoing monitoring of your financial plan, recommendations for changes, and annual reviews.
Equanimity Wealth offers project-based financial planning services for a fixed fee, ranging from $2,600 to $6,000 depending on the complexity of the project. Topics include retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. Hourly financial planning is also available at $175 per hour.
