Equitably – Certified Financial Health Counselors empower their clients to take control of their finances.

Reach your “ah” space

We act equitably while meeting life’s needs by offering financial counseling that encourages mindfulness practice while pursuing sustainable goals…helping us reach our “ah” space.

What We Do

Financial Health Counselors can bring awareness to our behaviors as they relate to our financial lives, helping us improve our financial present while preparing us for our financial future.

Financial Health Counselors:

Provide Financial Counseling

Identify Financial Goals

Give Financial Guidance

Founded on Core Values

At our core we counsel mindful capitalism focusing on the interconnected and interdependent relationship individuals inherently have with this system; aspiring qualitative behavior to inspire economic-financial balance.

Who We Are

We are financial health counselors who are aware capitalism is a human made system – our individual behavior has part in creating our collective capital market behavior. We practice acting equitably while being mindful of behaviors that reinforce economic-financial imbalance.

Let’s Be Equitably Together

Economic and financial imbalance touches us all, practicing financial health with a counselor can provide effective guidance designed to help achieve specific short and long term economic-financial goals. Come be equitably with us as we journey towards balance and sustainability in our financial lives!

Contact Us

Schedule an Appointment

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