Our Story:
Katie Burke launched her firm, Method Financial Planning, in 2015, and Bridget Venus Grimes launched her firm, WealthChoice, in 2016. The two founders had completely different firms and different types of clients, but they launched their companies for the same reasons: to better serve their clients, to have the flexibility to spend time with their family, to get paid what they were worth, and to build a thriving, successful practice. And when they founded their firms, they both agreed that it was the best career decision they ever made. But no matter how fulfilling a job is, following an uncharted path with no safety net can be scary. Launching a firm is a huge undertaking, and you need a support network to succeed. Katie and Bridget both knew each other in business, and because of their shared experience, they started collaborating and became sounding boards for each other. As they built their own businesses, they started to ask themselves more questions: “What if we built a resource platform for our own firms?” “What if we provided all of the solutions you need to run your own business, but without the huge price tag?” “What if we could make this platform available to other women who are just like us?” And that’s where Equita started. Founded in May 2018, Equita Financial Network was born out of a need to fuel business success while empowering other women in the financial services industry. Equita became the first platform solely focused on women-led financial planning firms, designed to encourage women to make the leap into launching their own practice and provide solutions to support them every step of the way. And importantly, Equita is a way for like-minded women to not only share resources and run their business at an affordable cost, but to also share ideas on everything from best practices to help with questions regarding client issues. Let Equita take on the task of paying vendor bills, of sourcing resources, and of making sure compliance, IT, and portfolio management are all taken care of — while you focus on serving clients, growing your business, and providing great financial planning and wealth management expertise.
