About Us
The mission of Equity Design is to influence individuals, families and communities to financial health and holistic wealth. To this end we provide financial coaching, educational experiences, real estate financing.
Healthy, Wealthy, and Wise
Healthy
Holistic health necessitates balance: physical, mental, emotional, spiritual, relational, and environmental. What role do finances play in the health of an individual, family, and community?
Homeownership is at the heart of building and maintaining healthy, vibrant communities. Being a homeowner is the first step towards building wealth, but provides so many other benefits. Below are just a few:
- Life Stability
- Sense of Well Being
- Pride of Ownership
- Place To Raise Family
- Connectedness To Community
Homeownership is but one component of holistic health. Financial health also encompasses investing, property, debt freedom, sustainability, generosity and stewardship.
Come with us on this journey. Together we will increasingly discover what applied health feels like, looks like and how it ultimately transforms everything around us. We can help you create a plan.
Schedule a financial health assessment today…
Wealthy
Wealth is sharing in abundance, prosperity and affluence.
Wealth is sharing abundance, prosperity and affluence.
We live in an era of unprecedented financial opportunities.
Even so, financial wealth doesn’t just happen.
Building wealth is about habits and emotions. Our internal values, especially around money, steer us through the multitude of unconscious decisions we make daily.
All of us live in a world of institutions and systems. Your hopes and dreams do not naturally translate into that world. We are your guides.
As mortgage bankers we are paid transactionally by establishing financing on your property purchases and refinances. As Equity Design we live relationally, aligning your whole financial picture by providing the analysis, tools and relationships for your future.
Come in for a financial consultation…
Wise
Wisdom is information applied. Wisdom is information with dirt under its fingernails. Wisdom cannot be static but must be integrated.
You have a unique story. Unique values. Unique loves. Unique needs. For a financial plan to be your plan it must be uniquely yours. Wisdom cannot be contained in a one-size-fits-all three step “System”.
There is wisdom
in the abundance of counsel
When we serve you, listen to you and counsel you, we do not do it alone.
The Equity Design team has sought out the best voices to aid in the planning process, top professionals in the realms of financial planning, property acquisition, asset protection and community investment.
In addition, none of this would be possible without the resources and support of our parent company Mortgage Trust.
We are partnered with Mortgage Trust, a locally owned company, because their customer first values are in 100% alignment with our own. Together, we believe in building strong communities by helping people make wise decisions when it comes to financing.
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