Equal Path Investments

Education-first financial planning for intentional professionals. Learn evidence-based strategies for retirement planning, tax optimization, values-based investing, career transitions, and the WATER, Not FIRE framework (Work Alignment to Empowered Retirement).

Topics include:
- Getting to work-optional
- Tax Strategy and Roth Conversions
- Impact investing and ESG/SRI portfolios
- Flat-fee vs. % AUM 
- Sabbaticals and phased retirement
- Intentional Income
- Income distribution
- Real estate, Crypto and more...

With Carlie Ransom, CFP® Professional. 

Independent | Flat-fee | Fiduciary. 

Headquartered in Tacoma, WA, USA; serving clients nationally. 

EPI is an RIA in WA and CO. EPI may not transact business in states where not registered, excluded or exempted. Responses that involve effecting transactions in securities, or rendering of personalized investment advice for compensation, will not be made without registration or exemption. Please see full disclosures on my website.