Agile Wealth is the culmination of several aspects of my life all coming together to help you overcome the unstable & unpredictable nature of Irregular Income and plan for all the financial aspects of your life Today + Tomorrow.
★ Irregular Income / Variable Income
★ Cash Flow Management
★ Reserve Account Management for Personal (and Business)
★ Tax Planning Strategies
★ Side Hustle
★ How All the Pieces Fit & Work Together
My backstory: I was a software engineer for 20+ years and I always seemed to want my own business, so I also had a couple of side hustles along the way. I moved into consulting as a software engineer with a couple of small boutique firms for a half dozen years and then I said goodbye to a steady consistent paycheck and launched my own solo software consulting company in 2005.
That inconsistency and unpredictability caused stress and friction at home, so I figured out how to smooth out the edges and turn that variability into something more stable for my family. That predictability enabled me to handle the fluctuations and cycles plus create and fund future goals including a company retirement plan, my daughter's college fund, family travel, and more.
While talking to peers on consulting projects, other independent contractors & consultants, about what I had done, most were totally blown away and had no idea that what I had implemented was even possible.
Fast forward 9 years and I was looking for a career change. Those conversations bubbled to the surface and I decided to make a change to personal finance. After gaining experience at a big firm for 7 years it was again time to head out on my own.
I launched my own independent fee-only financial planning firm, Agile Wealth, LLC, in 2021. I then added the required education courses, plus passed a 6-hour exam, to become a CERTIFIED FINANCIAL PLANNER® professional in 2023.
Knowing how stressful irregular/variable income can be and the friction it can cause at home, I now help Business Owners smooth out your financial lives for Today + Tomorrow.
Don’t stress over the unexpected.
Plan for it!
– Paul Monax, CFP®
Irregular Income Specialist & Founder of Agile Wealth, LLC