We specialize in guiding people out of debt, based on their specific circumstances. We can show you how to live debt free for the rest of your life. We also provide guidance for college savings/loans, emergency funds, retirement preparation, bankruptcy, and building wealth. In addition to working with individuals, Stefanie has experience as a small business owner and can guide you on budgeting and growing your business.
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Equila Financial is a fee-only fiduciary wealth management firm helping clients build their financial future with clarity and confidence. We specialize in personalized financial planning for independent women, small business owners, LGBTQ+ community members, and STEM professionals. Our approach combines analytical precision with caring, hands-on guidance tailored to your values and life stage. At Equila, we create welcoming spaces where your questions are heard, your goals are honored, and your financial plan is developed to foster lasting confidence through every stage of your journey.
It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
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Founded by Brandon T. Whitmore, CFP®, ChFC®, FPR Financial is an independent wealth management company powered through LPL Financial, a leading financial services firm in the US. FPR Financial delivers independent retirement focused financial planning and wealth management services to our clients. Brandon Whitmore is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
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As experienced financial professionals, we can help you develop integrated strategies that are specific to your individual situation. Whether you're looking for guidance on saving for retirement, protecting your family or leaving a legacy, we can help you achieve the financial clarity you need to reach your goals and needs. We serve clients in both Mesa, AZ and the greater Albuquerque, NM area
Financial Patient Advocate, we audit consumers medical balances for accuracy. The biggest mistakes are made on medical billing charges, holding the consumer responsible. We problem solve you medical bills and have the errors removed, saving the consumer a large amount of money. Call today for a FREE 30 minute consultation in person or on the phone. www.abqmedres.com
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