Paul Monax
Certified Financial Planner Irregular Income Planner @Agile Wealth, Llc
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WORK HISTORY
Certified Financial Planner Irregular Income Planner @Agile Wealth, Llc
Littleton, CO, US
Do you think in numbers? Or use spreadsheets to solve problems (or maybe write some code)?If not, perhaps you would like someone in your corner that does?That is totally how my mind is wired!Use thinking in numbers to my clients advantageHelp them build a combination of their ideal life Today + the lifestyle and goals of TomorrowBy reducing or eliminating the money stress in business owners\' lives, they add more years to their life and more life to their yearsHelp clients to remember that retirement is not a single point in time destination, but rather a journey for the next season of life, and the fact that it will have multiple stages spanning many years eachHelp clients live life on their terms for Today + Tomorrow. In many cases, a few simple adjustments can lead to meaningful changes
ABOUT PAUL MONAX
Bridging evolving technology with practical, human-centered applications to build…
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