Meeting Life’s Challenges

Photo of The Aequus Team

Change is never-ending and often challenging. Sometimes it is event driven, like the death of a love one, a divorce, retirement, health crisis, an inheritance, sale of a business, or career advancement and working through the details of executive compensation. The transition between a triggering event and a new “normal” can be fraught with an overwhelming array of decisions, demands and emotional upheaval. The Aequus financial team is expert in guiding clients through the maze, using tools and processes developed through 25 years of experience.

Enjoy a life well lived. Call Nancy today at (312) 664-4090 to set up an appointment with an Aequus advisor.

Updates & Insights See all »

From the Aequus Newsletter

Solo Travel for Ladies of a “Certain” Age…by Cicily Maton

In June, I took a most interesting trip to Zambia. My solo trip was motivated by two things; Michelle and Mike have made ten trips to Africa, and over the years I have been hearing their tales of adventure. I needed to see things for myself. In addition, I have a number of women clients...

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From the Aequus Newsletter

Coping With Financial Stress…by Dr. Wm. “Marty” Martin

  The scientific research is clear that chronic stress has a cumulative and deleterious effect on how we function over time. All of us are vulnerable to manifest this acute and chronic stress in our own way, which is largely not within our control. The key is not to deny the long-term...

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From the Aequus Newsletter

Personal Cash Flow Management…by Dan Fitzgerald

Many financial planners will tell you that cash flow is the basic tenant of a healthy financial plan. If you know what money comes in and what goes out on a monthly basis, you will be able to quickly see the areas where you are doing a nice job and the areas where you need to do some...

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