by Cindy Joyce | Nov 30, 2022 | Agili Personal CFOs, Agili Team Members, News
Agili recently announced the following promotions in the Richmond office. Richmond BizSense subscribers can see these announcements highlighted in its The Herd column. Amber Ott was promoted to Director of Operations, Chief Compliance Officer. She was previously...
by Cindy Joyce | Feb 18, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized
Agili CFO, Cindy Joyce, wrote the following letter to Agili’s clients, thanking them for participating in our annual client survey. She delineates the reasons we so value our clients’ input each year — and how we put the information gleaned from the...
by Cindy Joyce | May 18, 2021 | Agili Personal CFOs, Investing, Retirement Planning
Written by: Adrienne Martin We have written about the difference between working with a fee-only Registered Investment Advisor (RIA) and working with other types of financial advisors in the past — and we are writing about this distinction again — because...
by Cindy Joyce | Mar 17, 2021 | Agili Personal CFOs
We are excited for you to view our latest video, About Agili: Get to Know Your Personal CFO, featuring Agili President, Michael Joyce; Principal and Financial Strategist, Jamie Malone, and Chief Operating Officer, Cindy Joyce. Watch Video Here. Fee-Only...
by Cindy Joyce | Mar 3, 2021 | Agili Personal CFOs, Financial Planning, Goals, Retirement Planning
Written by: Grant Wilburn In an economic environment with relatively stagnant wages and rising costs across the board, financial management on both the individual and professional level is becoming more important every day. Young adults in particular face costs that...
by Cindy Joyce | Feb 23, 2021 | Agili Personal CFOs, Doctors, Financial Planning, Retirement Planning
Written by: Davis Barry Doctors graduate from medical school with significant earning potential, but to maximize wealth-building, there are certain financial steps they would be wise to take. Of course, one of the financial issues many doctors need to address...
