Signed Letter of Engagement & Deposit
Our goal is to establish a long-term relationship with clients, acting as their Personal CFO, simplifying their financial lives and bringing them peace of mind. A financial advisory engagement with Agili begins once we receive your signed letter of engagement and deposit.
Plan Development & Implementation
We offer financial planning, investment planning and fulfillment-focused services to enable you to live your life more fully.
We focus on the areas below, handling the details for you. Please hover over the titles below to learn more.
Plan Development & Implementation
We offer financial planning, investment planning and fulfillment-focused services to enable you to live your life more fully. We focus on the areas below, handling the details for you. Click on the titles below to learn more.
Retirement PlanningIndividualized financial plans to achieve your retirement goals.
Cash Flow ProjectionsForecasts tailored to your current and future financial situation.
Investment ReviewInvestments for your circumstances, risk tolerances and time horizon.
Tax PlanningCareful financial planning, considering tax implications specific to your situation to reduce exposure and limit liabilities.
Risk ManagementPersonalized risk management, including insurance advice, trust strategies and asset transfers.
InsuranceCustomized insurance coverage analysis and recommendations for every stage of life
Estate PlanningComprehensive estate analysis and strategy.
Employer BenefitsReview and maximize your employer benefit packages.
Education PlanningPrepare for family members’ future education expenses.
Disaster RecoveryEnsure continuous management of your personal finances, including access to cash and recovery of critical financial data.
Your Personal CFO
As your Personal CFO, we customize, coordinate, and continuously monitor an individualized financial plan for you over your lifetime.
And over the years, we enjoy finding ways to positively impact your life. Please hover over the titles below to learn more.
Your Personal CFO
As your Personal CFO, we customize, coordinate, and continuously monitor an individualized financial plan for you over your lifetime. And over the years, we enjoy finding ways to positively impact your life. Click on the titles below to learn more.
Planning for Life’s TransitionsWe meet with clients to evaluate, plan and prepare for each phase of their financial life.
Financial ModelingWe create customized financial models to make informed financial decisions together.
Seamless Coordination with Your TeamWe collaborate with your accountants, bankers and attorneys where appropriate to simplify your life.
Corporate Perquisites Analysis & NegotiationWe provide negotiation support to help you weigh job opportunities and advocate for associated perquisites.
Real Estate Analysis & NegotiationWe review real estate assessments, negotiate fees and closing costs and assist with refinancing.
Quarterly Portfolio ReviewQuarterly portfolio updates along with Michael Joyce’s in-depth market analysis and commentary.
Save for Later
We’ve made a PDF version available for you to keep or print so you’ll always have it handy.
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018