Financial Planning for Ambitious Professionals
Put your money to work, so you can focus on what matters most
Picture this: You’re crushing it in your career, working and dreaming of living a life you love…
But you can’t shake the feeling that something is missing.
The LAST thing you want to do is work HARD your entire life, and die.
Drowning in a sea of “what ifs” and “if onlys”.
Real talk.
That’s where Agile LifePath® comes in.
Agile LifePath® is our three-step process for working professionals who want to grow their wealth without putting their life on hold.
HERE’S HOW IT WORKS.
STEP 01
Command Your Cash Flow
Just as the flow of blood determines the health of your body, the circulation of your cash dictates the vitality of your financial life.
That’s why Step One is to take COMMAND of your cash flow so you can be INTENTIONAL with where your money goes:
The goal is to create a life that doesn’t just look good on paper, but also feels INCREDIBLE to live.
In other words, to command your cash flow, is to make your money MOVE in the right direction.
“Derek transformed my startup equity into a strategy for financial freedom. He took my ‘wow! this is actually happening’ moment and turned it into a clear action plan for my future self.”
– Affinity Financial Client
Disclaimer: This is an unpaid solicited client testimonial. The client, Betty, has had a financial relationship with Derek Pantele for over 3 years and is providing his/her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.
Ready to Take Command of Your Cash Flow and Live on Your Own Terms?
The BEST place to start is to discover where your cash is currently flowing
You can figure this out yourself OR click below to book a call and we can help you get clear on your cash flow together:
STEP 02
Grow Your Wealth
Growing wealth doesn’t always mean making more money.
For many on the Agile path, TIME is their most valuable asset.
Time with family. Leisure. Travel. “True Wealth” can only be defined by YOU.
“Compound interest is the eighth wonder of the world. He who understands it, earns it…He who doesn’t… pays it.”
– Albert Einstein
That’s why, Step Two, is a tailored investment strategy custom-fit to your goals.
Begin to leverage the POWER of compound returns. We help you start NOW instead of LATER.
Put this World Wonder to work FOR you, instead of AGAINST you, as early as friggin’ possible!
Ready to Embrace the Power of Compound Returns While You Live Your Best Life?
Hit below to book a free call and learn if the Agile path is right for you
STEP 03
Mindfully Navigate Your Life
Money is a tool.
It is not the goal, and it’s not the end.
Whether you’re riding the roller coaster of a startup exit, or a working professional planning for an extraordinary retirement…
Money can help you realize financial goals that once seemed out of reach.
That’s why, in step three, you get a living financial plan that is regularly revised and revisited. Custom to your life, goals, skills, and resources.
Life’s a wild ride, but with Agile LifePath®, you’ll have a financial co-pilot…
…Instead of flying solo, you get a professional partner, with a deep understanding of your unique situation. They bring resources, insights, and more, as you implement your financial plan together.
Buckle up, buttercup—your future awaits…
Is Agile LifePath® Right for You?
Hit below to book a free call and learn more about Agile LifePath®. It’s a quick no obligation chat with our Founder and CEO, Derek Pantele
