About Leighann Miko, CFPĀ®, RLP
I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. Iām here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious professionals. My āwhyā is to help others create the financially secure life I never thought Iād have after growing up in a financial volatile environment.
Financial stability isnāt something you hope for; itās something you plan for. As a creative working in a volatile industry, having the right financial plan is essential. It can act as a strong anchor in financially uncertain times, but only if the plan is uniquely built for you. At Equalis Financial, weāre here to help.
WHAT WE OFFER
-Financial Planning-
To get where you want to go, youāll need a custom roadmap thatās built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future.
-Business Management-
If you are looking to outsource the day-to-day operations of your business, we are here to help. These related servicesāincluding tax preparation and planning, payroll processing, and monthly bookkeepingā āare available exclusively to our financial planning clients.
-Investment Management-
As an investor, you have the ability to effectively āput your money where your mouth isā by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals.
If any of this resonates with you, let’s chat. The first meeting is on us. Thereās no cost and no pressure, just a conversation to see if weāre a good match.