Contact Equila
Schedule a "Get Acquainted" Meeting
No matter where you are on your financial journey, we’re here to listen, understand, and help you take the next step with confidence. Together, we can transform your goals into a personalized financial plan that aligns with your life. Contact us below to schedule a free, no-obligation “Get Acquainted” meeting or to share more about your unique situation.
Frequently Asked Questions
We know you may have questions before deciding if Equila is the right fit for you. To make things easier, we’ve outlined some of the most common questions Ann hears from new and prospective clients. Each response is designed to give you a better sense of her philosophy, her services, and how the planning process works.
Why did you choose to switch careers to pursue financial planning?
Ann transitioned into financial planning after a successful career in STEM and business leadership. She saw firsthand how financial complexity could weigh on individuals and families—and recognized an opportunity to bring clarity and empowerment. By combining her analytical skills with a deep sense of personal connection, Ann helps clients feel confident making decisions that shape their lives.
What is the difference between flat fee financial planning and full-service wealth management?
Flat fee financial planning is ideal if you want a one-time or project-based plan that provides clarity on retirement, investments, taxes, or life goals—without ongoing management. Full-service wealth management goes further, offering continuous investment oversight, proactive adjustments, and a collaborative partnership that evolves as your life and markets change. Together, these services give you options to choose the right level of support for your journey.
How do you help me manage investment risk?
Managing risk begins with understanding your comfort level and long-term goals. Ann uses strategies such as asset allocation, diversification, and scenario planning to balance growth potential with downside protection. She also emphasizes tax-aware investing and regular reviews, so your portfolio stays aligned with both your financial plan and evolving market conditions. The goal is to provide confidence that you’re prepared—not just for opportunities, but also for challenges along the way.
Do you work with people outside of the Albuquerque, NM area?
Yes. While Ann enjoys serving her local community in Albuquerque, she works with clients across the country through secure virtual meetings. Her planning process and technology tools make it simple to collaborate effectively no matter where you live.
What does the process look like to begin working with you?
The process begins with a complimentary consultation where you can discuss your goals, ask questions, and see if Ann is the right fit. From there, she outlines a tailored plan of engagement—whether flat fee planning or ongoing wealth management—so you know exactly what to expect. The emphasis is always on transparency, partnership, and building a plan that reflects your unique vision.