Paul Monax, CFP® Agile Wealth LLC
- Virtual, Littleton, CO 80128
- (720) 722-3671
- https://www.agilewealth.com/
About Paul Monax, CFP®
Agile Wealth is the culmination of a number of aspects of my life all coming together to help you Software Engineers & Techies plan for all the financial aspects of your lives from Today thru the Future.
★ Equity Comp & Stock Options
★ Lifestyle & Cash flow management – Give every $ a Job
★ Career & Side Hustle (Freelancing/Consulting/
★ College Planning & Funding Beyond a 529 Plan
★ Legacy & Estate Planning
★ Tax Strategies
★ How All the Pieces Fit & Work Together
My backstory: I was a software engineer for 20+ years and moved into consulting work after the first couple of years of my career. That initially looked like working for a couple of small boutique consulting firms for a half dozen years and then I started my own solo consulting company.
At that point, I knew I was no longer going to have a company retirement plan, so I did the research to figure out what options were available for me in my own company and which one of the many plans was going to be best for my family.
While out doing software projects I would talk with my peers, other independent contractors & consultants, about what I had done with my company and retirement accounts, and they would have no idea any of that was even possible.
Fast forward 10 years and I was looking for a change and those conversations bubbled back to the surface. I decided to make that change be into the world of personal finance.
After gaining experience for seven years and seeing how the industry works, it was time to again head out on my own and launch my own financial planning firm and get further education to become a CERTIFIED FINANCIAL PLANNER™ professional.
Because of my personal experiences and the fact that I know the language and thinking processes of software engineers, I have focused my practice on helping software geeks & techies build your own financial lives and bridge the transition from Today into the Future.
Read Paul’s blog here: https://www.agilewealth.com/finagile-blog
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- College Planning
- Engineering Professionals
- Gen X
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $249+/mo
- Quarterly Fee: $747+/qtr
- Hourly Fee: $285+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
