Today + Tomorrow Plan
A plan specifically designed for a variable or irregular income that comes from being a Business Owner.
Designed Asset Management
Incorporating all aspects of your life plus your business to create aa plan that matches your life and lifestyle of Today + Tomorrow
Algorithm Based Asset Management
Automation allows a more economical solution as you build your assets
finAGILE™ Plan
An overall plan that looks at all aspects of your financial life.
Continuous finAGILE™ Planning
Proper planning isn't static. It is Responsive, Comprehensive and Customized for your specific situation.
Solo Plan
A plan specifically designed for a variable or irregular income that comes from being a Solopreneur/Freelancer/1099 worker.
Customized
There are no “fill in the blank” or cookie-cutter solutions. You are not the same as the guy or gal next door.
You and your family is what matters most!
Generic one-size-fits-all solutions from TV or Internet gurus make great soundbites, but in the end, they are designed to sell books and courses. They are not what you need nor are looking for.
Responsive
Life is not static, and neither should your financial plan be. It must evolve and change as your life does. Everything in life is interrelated and connected, thus every new piece of data, life event, and change is incorporated into your personalized plan that is dynamic and evolves over time.
Comprehensive
Every aspect of your life is considered and incorporated.
- Past - What actions and behaviors brought you here?
- Present - What life and lifestyle have you built for yourself and your family?
- Future - What are all the items on your Bucket List?