At Agile Wealth clients come first isn't just lip service or some vague statement.
We are fee-only and a fully licensed fiduciary firm, which means that we don't make commissions by selling products that may (or may not) be a fit for our clients.
There are no “fill in the blank” or cookie-cutter solutions. You are not the same as the guy or gal next door. You are 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.
Life is not static, and neither should your plans be. They must evolve and change as your life does. Every new piece of data, life event, and change is incorporated into your personalized plan that evolves over time.
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 (think of this as your Product Backlog for your life)?
An overall plan that looks at all aspects of your life.
Beyond 529 Plan
There are funding sources for college Beyond 529 Plans before taking on loans. Find out which ones your student and family may qualify for.
Continuous finAGILE™ Planning
Proper planning isn't static. It is Responsive, Comprehensive and Customized for your specific situation.
Assets Under Management
We know you are busy and have better things to do than get into the weeds on money management, so we would be happy to manage your assets for you.
Since you are familiar with software, computers making decisions likely don't scare you.