Equila Financial, Llc

At Equila Financial, we create a welcoming space where your questions are heard, your goals are honored, and your financial plan is designed to foster lasting confidence. Ann Shubert, CFP®, helps you connect your money to the meaning in your life. She cuts through the noise to focus on what's important in your finances, giving you more time to pursue your passions while building a clear, values-driven path toward your financial goals. Ann combines a scientist's objectivity with a caring, hands-on approach. Her background in physics and systems management adds an analytical dimension to her financial planning, helping clients see the big picture, anticipate challenges, and create adaptable strategies. Whether navigating a life transition like early retirement or launching a business, or wanting clarity in your financial life, Ann's approach balances the numbers with how you want to live. We provide an inclusive space for independent women, members of the LGBTQ+ community, small business owners, and STEM professionals to share their money issues and concerns, making sure every plan reflects your priorities and goals. You can choose Stand-Alone Financial Planning to get a customized plan to address your priorities, with clear, actionable steps, without engaging us to manage your investments. Or choose Full-Service Wealth Management to receive ongoing investment management and financial planning tailored to your life, with proactive guidance through every stage. We are woman-owned and understand the special challenges women and other underserved communities face. We are independent and answer only to you, with no parent company or product quotas. We are fee-only, meaning our compensation comes solely from you, free from commissions. As fiduciaries, we put your interests first in everything we do, with objective, transparent advice. No matter where you are on your financial journey, we're here to listen, understand, and help you take the next step with confidence.