Hi, I’m Aaron Agte, CFP®
I help families resolve the tension between what you know you should do and what you truly want to do.
Yes, I provide fee-only comprehensive financial planning and investment management solutions for families who need help with their company stock and 401k. But more importantly, I help them take the big scary leaps they aren’t sure are possible.
Are you burdened by a bunch of ‘shoulds’? What would a thriving, fulfilling life feel like?
Financial Life Planning
Where are you now?
What is your current situation?
What do you want help with?
Where are we going?
Not a specific goal, but a general direction.
What do you value?
What exactly do you want to do with your life?
Comprehensive financial planning
What do we do first?
What is the most important thing to take care of immediately?
How do we address several things at once?
What's next?
What do we need to take care of in the future?
How do we prepare and adjust for life changes?
Ongoing financial planning
Professional Affiliations
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