Equitas Group provides financial and coaching services. Our primary mission is to help people develop mindfulness and learn to be fearless about their money. Fearlessness doesn’t mean recklessness. It means having no doubts or worries.
In these current financial times, most people are worrying about how much they have and if it’s enough. A 2008 American Psychiatric Association Study called “The Stress in America Survey” notes that 80% of people feel moderate to extreme levels of stress. The primary reason cited for that stress is money.
We want to help people diminish stress. If we don't have a clear understanding of the situation we may not know what can be done, or if there is anything that can be done. Something can be done more often than we realize.
you have a clear picture of your current situation,
the path to reaching your goals also becomes clear.
We’ll work with you to put together a clear financial picture of where you are now. We’ll also ask you about any goals or dreams you have for the future.
If there is enough money, but you still wonder where it all went...
If there never seems to be enough money and you are struggling to make it from paycheck to paycheck...
If you have had a significant change in your income...
If you are on a fixed income...
We can coach you on how to develop a plan to bring your goals into reality.
Our primary focus is YOU. Using time-tested principles, we’ll help you take your first steps on the Path to Financial Happiness.
Managing cash flow wisely supports everyone’s ability to live fearlessly.