Wealth meets
Well-Being

After decades in finance, it became apparent that wealth and well-being must be intentionally aligned. Without well-being, you may become wealthy, but it’s impossible to enjoy success.

About Aegle

Strategy

Maslow’s Hierarchy of Needs creates a perfect reference point to frame our requirements and our opportunities. Solutions become intuitive when we ask and prioritize the right questions. Ensuring that clients ask the right questions, solve the right problems and seize the right opportunities create a reward in this work which is beyond measure.

Our Strategy

From the Blog

a group of bees gathering pollen on a white flower

Building Community: An Investment in Wealth, Well-Being and Connection

As I write this, I’m riding an energetic high from a women’s leadership lunch hosted by The Women’s Leadership Collaborative, under the umbrella of The Women’s Fund of Greater Chattanooga, where the CEO-Elect of EPB presented to a packed house. Today, I experienced the joy of gathering with dynamic women who were motivated to attend […]

Birds eye view of a winding path through a forest of bright green trees

In Volatile Times, Discipline Is Your Friend

Headlines this month were not comforting to anyone. Hostilities breaking out in the Persian Gulf, along with creating deadly peril throughout the region, sent financial markets reeling. The principal factors affecting both markets were the threat to world energy supplies caused by war in the region, with the corresponding potential for upward pressure on inflation. […]

Are You on Track Financially? Ten Questions to Assess Your Financial Plan

“Am I on track to reach my goals?” is a question financial planners field frequently—often during moments of transition, reflection, or uncertainty. It’s an important question, and one that rarely has a simple yes-or-no answer. Progress isn’t always linear, and being “on track” can mean different things depending on your life stage, priorities, and definition […]

Newest Pod Episode:

Episode 11: Psychological Safety

Welcome to another episode of the Intentional Power podcast. In this episode, Tangela and Stefanie bringing a friend on the show, Emily Elrod.Emily is a podcast host of Unapologetically Bold and the owner of Workzbe. She also is a nerd out about how the body works and together with Tangela and Stefanie, nerd out on […]