Guiding You To And Through Retirement With Tax Efficient Planning And Investment Management
What We Do
Who Are We?
Equilibrium Financial Planning will help guide you at every stage of your retirement journey through fee-only, fiduciary services. We primarily serve individuals planning for retirement in the New Orleans area who desire in-person meetings within the comfort of their own home, and we offer Google Meets for clients located outside of Louisiana or who prefer that platform.
We offer personal, comprehensive planning covering cash flow, taxes, insurance, retirement, estate, education, and investments, including ongoing portfolio management. We advise on all accounts you own and will accompany you to meetings with other professionals to increase your comfort and understanding in all areas of your financial life. We prioritize integrity and provide consistent communication to help achieve your financial goals.
What Clients Are Saying
Work With Us
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Fee Only Fiduciary
We place the client’s best interest above our own. Integrity is paramount, and we will work to earn your trust.
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Comprehensive Planning
We offer a refreshing alternative to conventional asset management relationships perpetuated by large institutions.
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Consistent Communication
You will always have a relationship with us and will receive frequent updates on your financial health, including a monthly financial wellness audit.