Independent Women
Independence takes many forms—owning a business, excelling in your career, shifting into a new profession, or building wealth on your terms. Whether you’re just beginning to shape your financial future or are well along your journey, Ann offers the guidance, strategies, and support to help you move forward with clarity and confidence.
Guiding Women Who Define Their Own Path
Ann understands the journey of becoming—and remaining—financially independent at every stage of life. She has reinvented her own career more than once, shifting from astrophysics to defense contracting to financial planning, and she knows firsthand the determination, adaptability, and vision it takes to thrive in each chapter. Her work is grounded in helping women pursue their goals with clarity and confidence, no matter where they are in their financial journey.
- Ann has built successful careers in three very different fields and knows how to navigate transitions with strategy and purpose.
- As the founder of her own financial planning firm, Ann understands the challenges and opportunities that come with running a business.
- From building wealth early on to preserving it later in life, Ann helps women at every age make decisions that align with their values and vision.
Planning With Purpose, Living With Confidence
Every woman’s financial journey is unique, shaped by her ambitions, challenges, and life experiences. Ann’s role is to help you design a financial plan that supports your independence, whether you’re leading a thriving business, building wealth through a career transition, or creating stability after a life change. She offers strategies that empower you to live confidently and pursue your next chapter with purpose.
Integrated Planning for Every Stage
From starting out to scaling your success, Ann’s financial planning addresses both the big picture of your goals and the fine details of the plan to get you there.
Investment Strategies with Purpose
Ann creates thoughtfully designed portfolios aligned with your values, your timeline, and your long-term vision.
Guidance Through Life Transitions
Ann helps support your financial planning through milestones, such as launching a business, navigating a career change, or preparing for retirement on your terms.
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.
Financial Planning for Women On the Move
Independent women often wear many hats — business owner, career professional, investor, family caretaker, or adventurer pursuing new opportunities. At Equila, Ann tailors her services to align with your goals, values, and life stage. Whether you’re navigating a career change, launching your own business, planning for financial independence, or exploring the FIRE (Financial Independence, Retire Early) path, Ann provides the clarity and strategies you need to move forward with confidence.
Stand-Alone Financial Planning
Full Service Wealth Management
Ongoing financial planning combined with wealth management to help you grow and protect your wealth through life’s transitions.
Empowering Your Financial Journey
Independent women face unique opportunities and challenges, from building wealth in male-dominated industries to balancing career and family, personal aspirations and financial security. Ann combines her deep financial planning knowledge with a genuine understanding of women’s evolving roles and goals. She offers personalized guidance that honors your independence, respects your need to understand the reasons for the recommendations we make, and invites your participation in all aspects of the financial services we provide.
A Collaborative Approach
Ann listens first, then works with you to create a plan that reflects your vision, priorities, and unique circumstances.
Strategies That Evolve With You
Ann guides a financial plan that evolves as your career, family, and personal ambitions change and grow.
Confidence Through Clarity
By making financial concepts accessible and actionable, Ann empowers you to make decisions with certainty and peace of mind.
Independent Women Insights
Explore Ann’s thoughtful articles on financial independence, career transitions, and wealth-building strategies written specifically for women charting their own course.
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!