Secure Your Family's Income

Financial Planning that Turns Your Variable Income into a Consistent Salary

MAKE MONEY Enough to cover your lifestyle plus vacations, taxes, retirement, and more

GROW MONEY Your hard earned money will compound over time if you plan and let it build

SPEND MONEY Life is much less stressful without the boom & bust cycles

Save Time and Take Back Control over your Future with a

Personalized finAGILE™ Plan

What is finAGILE™ Planning?

finAGILE™ Planning can be a one-time project, but most clients utilize it as an ongoing Process that evolves and changes as your life does.

Our finAGILE™ Planning Process resonates with software engineers because it was adapted from software engineering with Agile fundamentals at its core.

It is customized for each individual/family. It is adaptive and responsive to changes in life and understands that you are on a unique path through life.

Uncover your Unique PatH Today

On a mission to help you accomplish your financial goals. 

Talk 2 Paul

Logo for CERTIFIED FINANCIAL PLANNER™Logo for XYPNLogo for Wealth TenderLogo for NAPFALogo for Financial Planning AssociationLogo for Betterment