At Equila Financial, we create a welcoming space where your questions are heard, your goals are honored, and your financial plan is designed to foster lasting confidence.
At Equila Financial, Ann Shubert, CFP®, helps you connect your money to the meaning in your life. She cuts through the noise to focus on what’s important in your finances, giving you more time to focus on your passions—whatever they are—while building a clear, values-driven path toward your financial goals.
We understand the unique challenges women and other underserved communities face, and we listen with respect and compassion.
We answer only to you, with no parent company or product quotas influencing our recommendations.
Our compensation comes solely from you, ensuring our guidance is free from commissions or hidden incentives.
We always put your best interests first, with advice that’s objective, transparent, and tailored to your needs.
You can choose Stand-Alone Financial Planning for targeted guidance or Full-Service Wealth Management for ongoing investment and planning support. Many clients begin with a focused plan and evolve into integrated wealth management as their needs grow—building a lasting partnership with Ann for every stage of life.
Get a customized financial plan designed to address your priorities, with clear, actionable steps and no ongoing commitment or hidden costs.
Receive continuous wealth management and financial planning tailored to your life, with proactive guidance and support through every stage of your journey.
At Equila Financial, we understand that every client’s story is unique. Ann offers personalized guidance that reflects your values, life stage, and goals. With a steady, hands-on approach, she helps you lay a solid foundation, keep it in good working order, and adjust your course as life changes—so you can move toward your goals with clarity and confidence.
Ann partners with women at all stages of life—from building a career to preparing for retirement—to create financial strategies that honor your priorities and give you confidence in your future.
We provide an inclusive space where your goals and concerns are respected. Ann’s planning approach takes into account the unique legal, financial, and family dynamics that can impact your long-term financial well-being.
No matter where you are on your financial journey, we’re here to listen, analyze, and help you take the next steps with confidence. Together, we can transform your goals into a personalized financial plan that aligns with your life.
At Equila Financial, Ann combines a scientist’s objectivity with a caring, hands-on approach. Her background in physics and systems management adds an analytical dimension to her financial planning—helping clients see the big picture, anticipate challenges, and create adaptable strategies.
Whether you’re planning for early retirement, launching a business, or navigating life transitions, Ann’s approach balances what the numbers say with how you want to live your life. She provides an inclusive space for independent women, members of the LGBTQ+ community, small business owners, and STEM professionals—making sure every plan reflects your unique priorities and goals.
Turning complexity into explicit action.
Personalized solutions for your unique path.
Flexible planning for every stage and situation.
The numbers are only half the story. The other half is your values, your goals, and your vision for your future.
Ann honed her natural analytical ability in her years as an astrophysicist, a software developer, and a program manager in the defense industry. But becoming a financial advisor added the missing piece, the chance to make a difference in people’s lives. As a CERTIFIED FINANCIAL PLANNING™ professional (CFP®) and financial advisor, she finds great satisfaction in helping people become intentional about their money, wherever they are in their unique life journey.
Now based in the wide-open beauty of New Mexico, she draws inspiration from the strength and grace of horses and the soaring perspective of eagles—helping clients see the big picture while staying grounded in what matters most. Her approach goes beyond numbers, weaving together strategy, values, and vision to create a clear, confident path forward—wherever you call home.
On her Ann-splaining blog, Ann provides clear explanations of important financial topics, ongoing updates on world events and market performance that might impact your finances, reminders of upcoming financial deadlines, and seasonal suggestions for managing your personal finances, along with the occasional musing on what it means to be human in today’s world.
Want to know more? We offer a free, no obligation, “Get Acquainted” meeting to share what you are looking for and what I do to see if there’s a match. Contact us by phone or email, and tell us more about yourself and your financial concerns, and we will get back to you!
No matter where you are on your financial journey, we’re here to listen, understand, and help you take the next step with confidence.
