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.
Nimble Planning may be provided in tandem or independently with Intentional Investing.
Here are some insights that I have learned from three decades of serving clients and creating financial plans:
- Financial Plans are Often Worthless
- Too Many Variables + A lot of Time = Life will Surprise You
- Financial Planning is Numerical Fiction
- Nimble Planning is for Life as You Live It
- Financial Discussions are Truly Valuable
Financial Discussions are the key to Nimble Planning. They empower you to live, adapt and adjust in alignment with your personal values and priorities, while leading to better results.
Planning for Your Journey.
Nimble Planning is for a journey, not a destination.
It resembles a marathon, not a sprint.
It leads to big accomplishments, that happen in small steps.
If we partner for your journey, our financial discussions and work together will resemble this diagram:
The greatest value will be in evolving and continuing collaboration, not a one-time activity or event, and I will help you:
- Align your personal values and financial resources
- Make easier and better financial decisions
- Avoid unproductive or useless costs
- Save time for higher interests
- Gain clarity and confidence
The journey is most fitting for people who can afford a commitment between $400 and $4,000 per month, in exchange for equal or greater Nimble Planning value. For a business owner or leader, the cost can be tax-deductible and less than an administrative assistant, but the impact and value are higher!
Like a CFO who is hired for a business, my compensation is a transparent and customized monthly or quarterly amount. It aligns with the responsibility for getting a job done the right way at the right time.
It does not depend on investments under management or any financial products. It does not include any commissions or other perks. It is based on the value of your time, the decisions we make, the problems we solve, the opportunities we find and the results you enjoy.
