Do we have to live in Columbia City to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in Columbia City the same way we work with clients across Seattle and the rest of the US. This page is written for the Columbia City demographic, not as a residency requirement.

Is there a minimum account size?

No asset minimum. Engagements are priced based on planning complexity, not portfolio size, so we can work with LGBTQ+ high earners still building wealth — not just clients who already have it.

What happens on the intro call?

Twenty minutes, video or phone. We ask what you're actually trying to figure out, share how Aequitas would approach it, and decide together whether an engagement makes sense. No pressure, no product pitch.

LGBTQ+ couple in Columbia City, Seattle reviewing their financial plan

Seattle · Columbia City

LGBTQ+ financial planning for Columbia City

You picked south Seattle because the math actually worked. The plan should keep it that way.

Schedule a free intro call 20 minutes · video or phone · no product pitch

Who this is for

Built for Columbia City LGBTQ+ households

Columbia City in South Seattle hosts a growing, more diverse LGBTQ+ community — teachers, healthcare workers, tech, and two-mom / two-dad families in Craftsman single-family.

You bought when rates were low; a refi or HELOC decision is on the table and nobody has run it.
Second-parent adoption is still open, and any interstate travel is a risk without it.
You have a public-sector pension election coming and no one has helped you decide.
No 529 open yet even though the kids are here.
Even Columbia City — the more affordable South Seattle option — carries roughly $1,500–$2,200/mo of LGBTQ+ safety premium over Eastern WA, and on a teacher-plus-healthcare household, that premium reshapes what refi or 529 capacity actually looks like.

How we help Columbia City households

Second-parent adoption follow-through

Even with marriage, presumption laws don't travel reliably across state lines. We help you sequence and budget the second-parent adoption that makes parentage bulletproof in every state.

Pension + 457(b) election

SPS / healthcare public-sector benefits often carry a pension election with irreversible survivor-benefit choices. We model them against your household income and outside savings before you sign.

529s, life insurance, and the two-parent stack

Education funding, term coverage sized to what your family actually needs, and legal parentage locked down in every state you might travel through.

Next step

Go deeper, or just talk to us

Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.

LGBTQ+ financial advisor in Seattle

The city-wide overview: how Aequitas works with Seattle LGBTQ+ households across cash flow, tax, investing, and estate.

LGBTQ+ tax & cost-of-living guide: Seattle

State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Seattle.

Schedule Your Intro Call

FAQ

Columbia City planning FAQs

Ready to talk through your plan?

On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.

Schedule Your Intro Call