|
|
WHAT: An Independence financial assessment. We will highlight three main concerns we think you should prioritize in your planning going forward to improve your chances at successful transition before we even agree to work together.
WHO: Families and business owners who are curious, excited and ready for a life change, second venture, business exit, and/or retirement, and who have saved a level of assets that our expertise can give them substantial value within the partnership. WHY: See if adding an advisor to your team will provide you value. Receive the information you need to make a confident decision to hire our firm. |
|
20 minute Call
First step is a 20 minute call with our team to see if we would be a good fit initially, and if so we can move forward with the assessment. |
Complimentary - No cost
You need to know about us, our firm and our commitment before you make a choice to create a relationship with our firm. |
Prioritize top concerns
We will leave you with insights, resources, and clarity on what may be holding you back in your journey to Independence. |
The Agile Planning Process
|
|
Step 1: Schedule your Call
15 to 20 minute phone/video call with an Agile Wealth Partner, to get an initial idea of your needs and answer any immediate questions. STEP 2: Meet with the Team (Independence Assessment)
You will meet the team in person or on video call, we will let you know about our firm and most importantly we will listen, ask questions listen more and discover your unique situation, needs wants and hurdles in conversation. Before this meeting we will ask to have some important documents on hand so that we can best diagnose your current situation. LEARN MORE ABOUT OUR TEAM STEP 3: Review, Analyze and Prioritize
Using our in depth experience and listening skills we will analyze your current situation. Find the most troubling 3 areas we know will affect your financial plan. From there we will be sure to ask, how can we lower expenses (taxes), how can we reduce overall risk and are you on track to be able to reach your long term goals. STEP 4: Meet, review, discuss assessment's prioritized concerns
With your assessment complete we will review and deliver the 3 areas we feel most concerned with and reiterate the top areas you are most concerned about and how we will weave them throughout your plan. In easy to understand pictures, charts and summary we will highlight the concerns and some of our personal planning experiences surrounding the issue and how it pertains to you. We will show you the way we would approach these and discuss a range of solutions. We may then ask at this time if you would like to begin working with our firm to proceed working together to breakdown these concerns, if not you would then think it over. STEP 5: Digest, reflect, and make a comfortable decision
We are looking for long term partners and families that we will work with for a long time. We only take on 10-12 new clients per year, we want you to be comfortable, confident and excited about your next move. This is a big step for the both of us, we are very selective on who we feel we can bring massive value to. 90% of the time it is an obvious match or there are few questions we discuss and move forward. We do not sell, we offer advise as a service for the relationships we serve, if it is not a win-win then we part ways and wish each other the best. STEP 6: Let's get to Work!
Begin the first steps which includes the organization and consolidation steps along with the top priorities discussed with itemized step by step items so that we can efficiently start building towards your goals and reducing outside exposure to controlled risks. |
|
Step 1: Schedule your call
Call direct: 1(810)-844-1003
Email: agileteam@agilewealthpartners.com
Not quite ready to start your process with the AWP team? We understand!
We would like to help empower you to stay on the right path!
Visit and like our Facebook page for regular updates where we post interesting articles and company information. Agile Wealth Partners FB
Or pop in and check out our Blog here, where we share our videos, thoughts and Insights. Check out the Blog
You can email direct, agileteam@agilewealthpartners.com or call into the office to set up a return phone call, 810-844-1003.
We would like to help empower you to stay on the right path!
Visit and like our Facebook page for regular updates where we post interesting articles and company information. Agile Wealth Partners FB
Or pop in and check out our Blog here, where we share our videos, thoughts and Insights. Check out the Blog
You can email direct, agileteam@agilewealthpartners.com or call into the office to set up a return phone call, 810-844-1003.
Investment advisory services performed by Agile Wealth LLC. a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
|
SCHWAB CLIENT LOGIN |
CONTACT
|
|
