Financial Planning

Let’s face it —

We live in uncertain economic times.

Each day, we face challenges in managing our finances — inflation, taxes, debt, changing interest rates and stock market swings. Their effects can be unsettling. One thing we can be certain of is that the future will come, whether we’re financially ready or not. Despite uncertainty, it is possible to take control and create a strategy that can help you reach your goals and achieve financial security. By working with Agility Financial Group, you will have access to ideas and solutions to help you create customized, comprehensive financial strategies that empower you to take control of financial security for you, your family and your business.

An ongoing process

Financial planning isn’t a one–time event.

Your financial plan should change over time to address changes in your personal circumstances. In addition, an experienced financial planner can provide you with an objective, unemotional assessment of your finances. This objectivity ensures your plan meets your unique financial needs and can be an invaluable aid in helping you make sound financial decisions.

With this personal and in–depth understanding of your financial needs and concerns, your financial planner will create a customized plan with a timeline, strategies, and check points for building a financial future you can count on to help you meet your goals.

Your financial plan

Knowing your goals is the first and most important step in financial planning. Some, such as retirement funding, are easy to name. But there are others that may not be as evident. Through a collaborative approach and comprehensive process, a financial planner can help uncover goals that can make a big difference in realizing the full potential of your financial future.

Here’s what’s involved:

• Client Engagement Meeting

• Data Gathering Meeting

• Analyze Information

• Plan Presentation

• Implementation *

• Ongoing Planning



*Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.