welcome to agile money

Where people come to get unstuck and flexible about their financial psychology in order to architect their life.

what do you mean by “unstuck”?

Often when we need to make financial decisions, however large or small, we have a sense of psychological paralysis or “stuckness”.

This can look like:

1) Delaying financial decisions, even though this causes you increased stress and worry.

2) Seeking constant outside affirmation for financial decisions whether in partners, family, or friends.

3) Feeling unsure or unhopeful about something that should be an exciting change or accomplishment.

4) Feeling unaware or afraid of how to plan for a major purchase, your retirement or any other life goal.

To get “unstuck” is to feel more confidence around your money life. It is to experience an emotional shift away from anxiety and indecision toward feelings of self-trust, self-affirmation, and confident decision making.

What does

Agile money do?

A financially well mind is a money agile mind.

Money agility means you understand your financial position and have the confidence to take advantage of opportunities or to deal with setbacks without emotional or financial upheaval.

The Agile Money Mindset is a short, succinct, easy to learn program that helps you build Awareness, Agency and Accountability around your money:

1.   Brings awareness of how you think about money including destructive patterns or roadblocks to work through in order to “declutter” thinking around spending or investing.

2.   Orients you to your actual financial position in order to give you awareness around decisions that impact your long-term stability and security.

3.  Builds stronger money habits which give you the agency you need to make spending and investment decisions more efficiently.

4.  Creates accountability within your household through improved communication where you can set boundaries and speak "from the sheet" in order to be on the same team with the same vision.

We offer a set Agile Money Mindset program that can be delivered in small groups or one on one. We also provide flexible at-your-own pace scheduling for personal consultation sessions is desired.

The more ready you are for change, the easier and faster it is to graduate with an Agile Money Mindset.

ABOUT ANDREA KENNEDY

Originally from Chicago, Andrea has lived in Asia for the last 30 years and supports a global client base. A Certified Financial Planner and Finance Behaviour Specialist by training, Andrea has consulted and coached couples, families and professionals to support their financial planning and financial wellness journeys.

Given the broad and growing needs for financial wellness, Andrea is bringing her new Agile Money program to the United States. Agile Money launches in Houston Texas in 2024.

Andrea is the author of Own Your Financial Freedom (Money, Women & Divorce).

Questions?

Now’s your time to shine. Fill in your information below and ask us questions. Just a reminder — this space is for inquiries only, not booking. All bookings are done directly through this website under the “BOOKING” tab and will not be accepted via the contact form below.