WHO WE WORK WITH
Before we talk stocks
Your relationship is the most valuable asset you have (and you know that already)
We're here to make it even stronger.
In this case, power =
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healthy communicators
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aligned on goals
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mutual respect
in this case, average =
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run-of-the-mill financial planner (the one who doesn't remember you)
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a fairly predictable approach to their resources
30s, 40s,
50s-ish
Advanced (or advancing) in life + careers, not that close to the 'typical' retirement stage.
High
earners
Typically have household income above $350K, and/or a net worth over $1M, kind of place.
Received an inheritance
Some kind of unexpected or atypical windfall, like an inheritance, annual gifts, things like that.
sound like you? great. let's chat + stuff!
Is it possible to retire sooner? Or take a lower-paying job?
Let's look at all your accounts and see what we can maximize to give you more built-in flexibility.
Maybe you can start a business, or work less? The possibilities...
"we just kind of...spend, and save, and don't really think about it..."
Don't feel bad – that's normal. We'll bring structure, organization, and a sense of "you" into it, so you can move forward thoughtfully.
high earners
typically have household income above $350K, and/or a net worth over $1M, kind of place.
received an inheritance
some kind of unexpected or atypical windfall, like an inheritance, annual gifts, things like that.
30s, 40s, 50s-ish
Advanced (or advancing) in life + careers, not that close to the 'typical' retirement stage.
sound like you? great. let's chat + stuff!
you don't have to wait for the meeting to get to know us:
New York Times
New York Times
New York Times
New York Times
New York Times
New York Times
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red pepper flakes
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reading smut
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a really good Persian rug
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TV being on during birthday parties
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Loud cars
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ordering from QR codes at restaurants
co founder
director of EV–Tax / EV–Flow
Natalie remembers the first time she came home with money she earned.
She was a waitress (at Twigs, in Rochester Minnesota). The feeling of holding the money in a white envelope – she’ll never forget it. It was the entry point to whatever she needed – new jeans, for example.
She watched her mom and sister work hard, and wondered if there was a way to be hard-working, but not have to work quite as much, so she could have time for a richer life.
Enter: financial planning. She started with a rare opportunity – an all-women team at a successful financial firm. She was inspired, to say the least.
After getting her CFP, she rose up, and then got married (to a great guy, see below), and took a new job in Portland, OR – a big change. Suddenly she found herself in a more typical setting – an old school, sexist, male-dominated financial firm.
She and Dan soon realized: if they had their own firm, they could do better for families.
EQUAL VOICES is the firm they dreamt of, and they get to serve amazing couples from all over the US, all while having time to raise their daughter and enjoy quiet Sundays, in the park.
(They can help you have that, too, if you want)
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red pepper flakes
-
reading smut
-
a really good Persian rug
-
TV being on during birthday parties
-
Loud cars
-
ordering from QR codes at restaurants
co founder
director of EV–Tax / EV–Flow
a big headline about Natalie will go here
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
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running marathons (show-off!)
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soccer (Liverpool or no one)
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the smell of a really good wooden fence
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People who don't pick up after their dog
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Loud phone conversations at coffee shops
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People (Natalie) who don't close drawers after they use them
co founder
director of investment strategy
Dan could tell you about his bona fides:
starting out at UBS (didn’t love it, kinda toxic), watching clients be treated like numbers. He worked as a wealth strategy associate, where he got a real training in investing + planning for high net worth families.
He got a CFP, went to a smaller firm, and finally got to see that financial planning was a way to serve people. And he liked that much better.
Dan could also tell you about the time his grandfather gave him and the other grandchildren $1000, and the way it felt to have money with no idea what to do with it.
Or watching his self-employed dad work long days and endless nights so Dan could have an education. Or the sheer fascination at the 2008 crisis – the first time Dan really wanted to understand the world and how finance plays a big part.
If you work with Dan, you get this person, who co-founded EQUAL VOICES with his wife Natalie, who loves to run, and is now a dad himself.
co founder
director of investment strategy
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
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running marathons (show-off!)
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soccer (Liverpool or no one)
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the smell of a really good wooden fence
-
People who don't pick up after their dog
-
Loud phone conversations at coffee shops
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People (Natalie) who don't close drawers after they use them
chief compliance officer
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
this is placeholder text that will be a bio about the co-founder of equal voices wealth.
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running marathons (show-off!)
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soccer (Liverpool or no one)
-
the smell of a really good wooden fence
-
People who don't pick up after their dog
-
Loud phone conversations at coffee shops
-
People (Natalie) who don't close drawers after they use them
(like, Yer-Ghee)
head of security /
advisory board member
Jurgi is a CFP as well (Cute Freaking Pooch).
Are we allowed to do this, compliance??
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