Equitus is a financial planning consultancy for business owners. We help you get clear on your numbers and put a financial plan in place, so you can make more confident decisions as you work to grow your offer. You get the SOPs and frameworks to optimize your P&L and scale correctly, with occasional one-on-one calls to work through your own numbers. Enroll and start anytime.
A paid consulting service, not a job or a guarantee of results.
These describe what the service includes, not any financial result. This is consulting and education, not investment, tax, legal, or accounting advice. See the disclaimer at the bottom of this page.
Most owners run their business on gut feel because the numbers live in a dozen places, or nowhere at all. Equitus gives you the clarity most owners are missing: where the money is going, what your offer really costs and earns, and where the room to grow actually is. Then we help you build a simple financial plan you can run against, so growth is a decision instead of a guess. It is consulting and education, with a clear plan, not advice to buy or sell anything.
Get clear on your numbers and where your money is going, so you are working from facts instead of guesses.
Structure your pricing and your profit so the offer is set up to grow, not just stay busy.
Turn it into a simple financial plan and forecast you can run against, so you can plan for growth instead of reacting.
Enroll and everything below is sent straight to you. Start the same day. Here is exactly what you get.
Fill out the short form below. It is reviewed within 24 hours to make sure the consulting is a fit for your business and you are a fit for it.
Once accepted and enrolled, the SOPs, frameworks, and training are sent straight to you, and you can book a one-on-one call when you need one. You can start the same day.
Work through the SOPs and frameworks, use your calls to go through your own numbers, and build the financial plan you will grow against.
What it is: paid access to a consulting and education service that helps you get clear on your numbers and build a financial plan to grow your offer. You are paying for the SOPs, the frameworks, and the training, plus occasional one-on-one calls, not a done-for-you accounting service and not a specific financial outcome.
What it is not: a guarantee of income or results, and not investment, tax, legal, or accounting advice. We help you plan; the decisions and the work are yours. What you achieve depends on your effort, your execution, your offer, your market, and factors outside anyone's control.
Be cautious of anyone in this space who guarantees you a specific financial result. We do not, because no honest firm can.
No. Equitus is a business consulting and education service. We help you understand your numbers and build a financial plan for your business. We are not your accountant, tax preparer, or investment adviser, and nothing here is a recommendation to buy or sell any security. For tax, legal, or accounting decisions, work with your own licensed professional.
No, and be careful of anyone who promises that. This is consulting that helps you plan. Whether your business grows depends on your effort, your execution, your offer, and your market. It is educational and advisory, not a guarantee of any financial result.
Owners who already have an offer and some traction, agencies, local service businesses, ecommerce, coaching and consulting, professional services, and other online offers. You should have something to sell already. This is about planning to grow what exists.
Everything is sent straight to you when you enroll. The SOPs, frameworks, and training are yours to download and use at your own pace, and you can book occasional one-on-one calls with a consultant over video when you need them. There is nothing to log into, and you can start the same day you enroll.
Enough to work through your numbers and act on the plan. The material is self-paced, and your occasional calls keep you focused on the decisions that matter most for your business right now.
The full price is confirmed at checkout before you pay, so there are no surprises. Payment-plan options, where available, are shown there and provided by a third party subject to their own terms. You are enrolled once payment is complete.
Because you get access to your materials and consulting shortly after you enroll, please make sure the program is a fit before you sign up. If you ever have a concern, reach out to us and we will do our best to help.
Enrollment is open year-round, and we take a limited number of owners at a time so everyone gets real consulting time. Fill out the form and the team reviews it within 24 hours.
This is a request for a paid consulting and education service. It is not a job offer and not a guarantee of results.
Thanks for reaching out to Equitus Financial Planning. The team reviews requests within 24 hours and will get back to you using the details you provided.