Agatha Johnson, known for being intuitive regarding people, is founder and owner of Will Kate, an organization focused on the purpose of your family wealth. Aggie has years of experience working with clients who desire and value trusted expert wealth advice and advising them on how to be successful in life by finding the financial freedom to accomplish their purpose and dreams.
She cares about each client's personal success and takes the time to get to know the families and organizations she works with on a personal level. Aggie has worked with a wide range of clients, from families in business and high income earners, to medium-to-high net worth clients and ultra-net worth clients.
She cares about each client's personal success and takes the time to get to know the families and organizations she works with on a personal level. Aggie has worked with a wide range of clients, from families in business and high income earners, to medium-to-high net worth clients and ultra-net worth clients.
Services
Historically, a large percent of family wealth is lost each time it passes to the next generation and is completely gone by the third passing. Lack of leadership and stewardship training, coupled with trust and communication barriers is the primary reason for this trend. Solving these family business problems is complex.
Envisioning the big picture and setting goals in line with your life's values are crucial in mapping your financial future. Together, we'll design a strategic, custom-to-you, comprehensive financial plan that helps build your version of an extraordinary life. We believe an all-encompassing financial plan, not individual products with hidden agendas, is the key to leveraging your resources to get you where you want to go.
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