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

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 […]

Pink berries and leaves covered with frost

A Timeless Question, Revisited

Two years ago, in my blog post, “Wealth, Well-being and Enough,” I wrote about one of the most essential, and deceptively simple, questions in personal finance: What is enough? At the time, the world was shifting, our communities were finding their footing again, and many of us were redefining what truly mattered. As I look […]

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 […]