Equip Advisory
EQUIP ADVISORY
Pronouns: She/They
Working with Equip Advisory, under Kerrie Carden’s expert leadership, offers a unique opportunity to access tailored financial planning and career coaching that deeply understands and supports the specific needs of BIPOC, queer, and trans professionals and organizations. Kerrie’s extensive experience in entrepreneurship, product development, and advisory roles, combined with a commitment to a strength-based, community-focused approach, ensures that every client receives knowledgeable, nonjudgmental, and personalized guidance.
Choosing Equip Advisory means partnering with a firm that not only aims to build intergenerational wealth but also values and uplifts its clients' diverse experiences and aspirations, making it an ideal choice for anyone looking to enrich their financial and professional journeys.
Equip Advisory specializes in providing financial planning, business, and career coaching that is tailored, approachable, and nonjudgmental, catering to the unique financial journey of each client.
VIRTUAL AND IN-PERSON SERVICES
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Description: Kerrie collaborates with you to identify topics and learning objectives for a workshop for your audience, then designs a full experience that can be delivered in person, virtually, or asynchronously.
Areas of expertise for my workshops include:
• generational wealth building
• financial planning
• career advancement
• business formation and growth
• navigating the workplace as a BIPOC and/or queer professional.
Access: Virtual or In-person
Price: Starting at $15k -
Description: For workshop facilitation, Kerrie will lead and deliver custom or pre-existing workshop content to your audience.
For speaking engagements, Kerrie delivers relatable and action-oriented speeches to your audience.
Areas of expertise for these workshops and speaking engagements include:
• generational wealth-building
• financial planning
• career advancement
• business formation and growth
• navigating the workplace as a BIPOC and/or queer professional
Access: Virtual or In-person
Price: $1k-$5k / hour + travel -
Description: Planning and coaching services are delivered 1:1 and focus on learning the client's specific goals to create a strengths-based action plan to help them achieve their goals.
A seasoned career coach and financial planner, Kerrie specializes in crafting personalized, actionable plans tailored to individual career, business, and financial goals. By attentively listening to each client's career narrative and aspirations, Kerrie serves as a tactical mentor, blending elements of therapy and personal training to guide clients toward their objectives. They adopt a holistic approach, meticulously analyzing client data to develop financial plans that align with their values and ambitions, aiming to alleviate financial anxiety and bolster confidence in money management.
Access: Virtual or In-person
Price: $200/hour
CONTACT EQUIP ADVISORY
Kerrie Carden, the dynamic Founder and CEO of Equip Advisory, has a rich professional background that greatly enhances her role at the boutique firm. Before launching Equip Advisory, she served as the Director of Student Entrepreneurship at Johns Hopkins University, where she developed invaluable systems and programs for student entrepreneurs. Her multifaceted career also includes a pivotal role in product development at ClearCompany, a top-tier human resources SaaS firm listed in the Inc. 5000, and impactful work in the energy sector. As an advisor to over 50 startups, Kerrie's extensive experience is now channeled into Equip Advisory’s mission to build intergenerational wealth for BIPOC, queer, and trans professionals and organizations.
