Services
Nimble Planning
Nimble Planning is for people who want a Fiduciary and Advocate who serves as a Personal CFO (Chief Financial Officer) or Financial Project Manager. It is especially valuable for business leaders and people contemplating major transitions in life – like retirement, divorce, the death of a loved-one, the sale of a property or the sale of a business.
Intentional Investing
Intentional Investing is for people who want a Fiduciary and Advocate, who serves as a Personal CIO (Chief Investment Officer), to combine personal priorities and efficient strategies for desirable and dependable investment results. Intentional Investing may be provided in tandem or independently with Nimble Planning.
