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Paul Monax, CFP®

Financial Planning for Software Engineers in Job Transition

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Contact Me
Agile Wealth LLC Paul Monax, CFP®
Littleton, CO

Serving Clients Nationwide

Financial Planning for Software Engineers in Job Transition

(720) 722 3671

Website

Areas of Focus

  • Equity Compensation Options
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Paul Monax. I was a software engineer for 20+ years and moved into consulting work after the first couple of years of my career. That initially looked like working for a couple of small boutique consulting firms for a half dozen years and then I started my own solo consulting company.

At that point, I knew I was no longer going to have a company retirement plan, so I did the research to figure out what options were available for me in my own company and which one of the many plans was going to be best for my family.

Then, while out doing software projects I would talk with my peers, other independent contractors & consultants, about what I had done with retirement accounts at my company, and they would be totally blown away and have no idea that was even possible.

Fast forward 10 years and I was looking for a career change and those conversations bubbled back to the surface. At that point, I decided to make that change be into the world of personal finance.

After gaining experience for seven years and seeing how the industry works, it was time to again head out on my own and launch my own financial planning firm and get the further education required to become a CERTIFIED FINANCIAL PLANNER™ professional.

Because of my personal experiences and the fact that I understand the language and thinking processes of software engineers, I have focused my practice on helping software geeks & techies build your own financial lives and bridge the transition from Today into the Future.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Littleton, CO 80128

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Agile Wealth is the culmination of a number of aspects of my life all coming together to help you Software Engineers & Techies plan for all the financial aspects of your lives from Today thru the Future.

★ Equity Comp & Stock Options
★ Lifestyle & Cash flow management – Give every $ a Job
★ Career & Side Hustle (Freelancing/Consulting/Startup) Integration
★ College Planning & Funding Beyond a 529 Plan
★ Legacy & Estate Planning
★ Tax Strategies
★ How All the Pieces Fit & Work Together

What is finAGILE Planning?

finAGILE Planning is an ongoing Process, not a one-time Project to race through, put on a shelf, and never revisit.

Our finAGILE Planning Process resonates with software engineers because it was adapted from software engineering with Agile fundamentals at its core.

It is customized for each individual/family. It is adaptive and responsive to changes in life and understands that you are on a unique path through life.

We're on a mission to help you accomplish your financial goals.

Education

Colorado State University Global | Batchelor's, Finance-Financial Planning Specialization | California Polytechnic State University-San Luis Obispo Computer Science

Volunteer Experience

Boy Scouts of America - Greater Colorado Council - I have many volunteer hats and am currently the Activities Chair for the council helping to coordinate all the Camporees, Klondikes, Pinewood Derby, Eco Days/River Cleanups, Webelos Weekends, Cub Scout Day Camps & Family Camping, etc.

Hobbies and Interests

  • Camping
  • Grilling
  • Hiking
  • Volunteering
  • Walking

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Gen X
  • Gen Y / Millennials
  • Remote Workers
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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