Intergenerational Wealth Architect for Queer, Trans, Black, Indigenous People of Color+

Equip’s Dual Missions:

Make your money work for you

Leave the world better than we found it 

Career Coaching

Design your work around how you want to live.

How We Serve

Financial Planning

Leverage your strengths in a personal financial plan that turns your money into time and choices.

Business Advising

Build and run a successful business rooted in equity, compassion and humanity.

Workshops

Actionable knowledge and tools to challenge systemic barriers, support mental health, and generate wealth.

On Demand Courses

These on-demand courses take the best practices developed through 1-on-1 work offering a lower cost, self-paced option for folks.

​Enjoy!

Meet Equip’s Founder

Hi! I'm Kerrie Carden, CFP and Founder of Equip Advisory. I specialize in providing services to BIPOC, queer and trans professionals, and seek out individuals and organizations that prioritize equity, social justice, ethical decision-making, and integrity. My goal is to live in a world in which "business as usual" is defined by those traits. I can’t wait to work with you.

Hear from Our Clients

  • “Since I started working with Equip Advisory, I was able to successfully switch into a new career after years of trying and I've even been promoted to a higher title!”

    Faylis Chan
    Senior Program Manager, Brand Design

  • "I LOVE the savings spreadsheet. It's really helped reduce my anxiety about using our savings."

    Ona Balkus
    Food Policy Expert and Lawyer

  • "I really wanted to get a big picture understanding of my financial situation and see what steps I could take to improve it. You gave me that and beyond!"

    Pat T., Operations Research Analyst

  • "Through working with Equip Advisory, I felt empowered to make the right decision for me and I feel so much more confident.”

    Dr. Sheila Graham

Let’s Talk!

Get a free 30-minute consult to see if Equip suits your needs.