Financial Planning Analyst

• Feb 2003 - Present

At Agili my main responsibilities include preparing materials for client meetings and keeping current on the ever-changing landscape of financial planning so I can better serve our clients. My favorite part of my job is the constant puzzle-solving. I love when a client asks a question like: "When should I retire so I can continue the standard of living I have now? How much should I save?" I feel a lot of satisfaction from getting thoroughly familiar with a client's situation and then calculating the most efficient way for them to meet their goals. Some of our clients have been with us for many years; children of clients are now off to college using the 529 plan money we guided them to save. Witnessing this has helped me realize that what's even better than helping people work toward their goals is getting to see those goals reached and maintained. Our success comes from our clients' success. Besides retirement and education planning, we also focus on investments, estate planning, insurance, tax strategies, employee benefits, stock options, cash flow and tax strategies. We look at the whole picture of our clients' financial lives, from both a macro and micro perspective, in order to give personalized and comprehensive planning advice.