Why Equita, and Why Now?

“When we invest in women and girls, we are investing in the people who invest in everyone else.”
— Melinda Gates

Over the past year, Bridget and I have been asked to do a number of interviews about Equita Financial Network, in which we have discussed what we offer our members and the overall benefits of the platform. In one such interview, a reporter asked us the question: “Why now?”

The short answer is: We are tired of waiting. In the financial services industry, there are many other firms and initiatives targeted at supporting women — but we want action now. Equita gives us a way to connect with other female planners today, and it enables us to have a voice in an industry where we often feel like our words are dismissed.

Last year, Financial Advisor Magazine published an article titled, “Want More Women Advisors?” The writer asked financial advisors around the country to offer their opinions on what they felt needed to change to increase the number of women financial advisors. When I read the responses summarized in the article, it reminded me of why I started my firm, Method Financial Planning, three years ago; what I needed; and how I found it:


When my first son was born, I was trying to succeed in a very demanding job while figuring out the “mom thing” at the same time. My husband had a demanding job as well, plus we both had long commutes. With no family local to the area, we decided to hire a nanny to look after our son. One day, a few months into my transition back to work, our nanny called in sick — so my husband and I tried our best to cover work and childcare for the next few days until our nanny was well.

After I returned to the office, my supervisor told me that I needed to find a contingency plan for childcare if my nanny couldn’t make it — and that “plan” couldn’t be me.

I tell this story not to say that he, my boss, was wrong; instead, I share this story because I know that I’m not the only person who has encountered this type of issue, and I want to help change the way the industry deals with it. At that particular moment in my life, I needed flexibility — I needed to work for a firm that was able to understand my needs as a new mom.

Owning my business allows me to be both present as a mom and present with my business and clients. Yes, I work long days, and early mornings, and late nights, and usually on the weekends when the kids are napping — but I love that I can have my career and still be present as a mom. I have opportunity and options that I simply didn’t have before.


After graduating from college, I spent over 10 years working for firms where I struggled to find my place and a career mentor. I would ask myself, “Where are all the women advisors?” In fact, over the course of my career, I have never worked alongside a female financial advisor. Most of the men I worked with had wives that stayed at home when they had children. Would I be able to survive in this demanding profession once I had kids of my own? Where could I find someone who would understand where I wanted to go with my career? I joined networking groups and met some amazing women who were very successful in their careers, but it was only after years of trying that I finally found a few women advisors whom I felt understood me and could help me make some hefty career decisions.

When I finally launched my own practice, I still appreciated the women I met previously, but I needed even more support. I needed to find women who were not only planners but business owners as well.

Enter Equita, which offered me and other like-minded female firm owners the ability connect with each other and share best practices that allowed us to achieve our ultimate goal of offering exceptional client service. No more years wasted trying to find a mentor — thanks to Equita, we have gathered, together, with the mission to change the landscape of the financial services industry for the better.

As a member of Equita, I am able to run my business more efficiently, offer better solutions to my clients, and continue to grow my firm with the support and collaboration of other network members. Equita is about more than just me and my partner, Bridget; it is about the impact we can all have on an industry that needs to see change.

Are you interested in joining Equita Financial Network? Contact us today

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.