LGBTQ+ Community
Financial goals are personal, and the path to achieving them is unique for everyone. At Equila, Ann provides inclusive, judgment-free financial guidance tailored to reflect your life, priorities, and dreams. At Equila Financial, we bring clarity and purpose to your financial life—helping you rise toward your aspirations, while staying grounded in what matters most.
Pride In Every Plan
With close family and friends in the LGBTQ+ community, Ann understands the unique financial challenges and aspirations that can shape your journey. She is committed to providing a safe and inclusive space where you can openly share your goals and receive personalized guidance—whether you live nearby or across the country.
- Ally to family, friends, and the New Mexico LGBTQ+ business community.
- Commitment to inclusive, judgment-free financial planning.
- Experience with specialized needs of LGBTQ+ community for legal and financial protection.
Inclusive Planning for Every Journey
Financial planning should feel safe, affirming, and fully aligned with your life. Ann takes the time to understand your unique circumstances, priorities, and dreams, then builds strategies that support your financial security and personal values—whether that includes home ownership, family planning, business growth, or long-term legacy goals.
Safe, Affirming Environment
Ann creates a judgment-free space for you to discuss your financial vision openly.
Strategies Aligned With Values
Ann develops plans that reflect your identity, goals, and life stage.
Integrated, Future-Focused Planning
Ann addresses immediate needs while building long-term stability and growth.
A Plan Designed Around You
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.
Services That Support Every Chapter of Your Life
Ann provides inclusive, personalized financial planning services that address the diverse needs of the LGBTQ+ community. From navigating complex estate planning and healthcare decisions to preparing for family building, business ownership, or early retirement, she ensures each plan reflects your goals, protects your rights, and supports long-term financial security.
Stand-Alone Financial Planning
Integrated plans covering topics such as retirement readiness, family planning (including adoption or surrogacy), healthcare considerations, and wealth protection strategies tailored to your unique circumstances.
Full Service Wealth Management
Ongoing investment management paired with continuous financial planning, addressing evolving priorities like marriage equality, tax planning, and legacy creation.
Trusted Advice, Inclusive Support
Financial planning is deeply personal—and at Equila, it’s also deeply inclusive. Ann is committed to creating a safe, welcoming environment where your goals and concerns are understood without judgment. She combines technical skill with genuine caring, delivering strategies designed to empower every client, regardless of where they are on their journey.
A Safe Space for Honest Conversations
Ann always respects your identity, values, and vision for the future, and keeps them at the center of the planning process.
Planning That Reflects Your Life
From marriage and family planning to healthcare and legacy design, Ann tailors every recommendation to your unique path.
Long-Term Partnership
Ann provides ongoing support to adapt your plan as your goals evolve, ensuring confidence in every stage of life.
LGBTQ+ Community Insights
Stay informed and empowered with articles written specifically for the LGBTQ+ community on our “Ann-splaining” blog.
Get In Touch
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!