Michael Rodriguez

Equanimity Wealth offers ongoing financial planning through the Wealth Builder tier for clients with complex needs such as business ownership, equity compensation, or rental properties.

• Wealth Builder Tier — $299 per month, billed automatically every 30 days.

This service includes continuous monitoring of your financial plan, regular check-ins, and portfolio management advice at no additional cost. Clients who engaged the firm under legacy schedules may pay different rates, such as an initial onboarding fee of $399 followed by monthly fees ranging from $169 to $299.

• Jumpstart (Project-Based Plan) — $1,500 fixed one-time fee for a comprehensive review and written action plan (50% due at signing, 50% upon delivery).
• Project-Based Financial Planning — Ranges from $2,600 to $6,000 based on project complexity, with half due at the start and the remainder upon completion.
• Hourly Consulting — $250 per hour for specific financial planning topics.
• Technology Subscription — $35 per month for continuous access to financial management software like RightCapital.