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Pursuing Generational Wealth, with Agatha Johnson 

Episode 73

Agatha Johnson, known for being intuitive regarding people, is the founder and owner of WillKate, an organization focused on exploring and potentiating “purpose” as regards personal and family wealth.

Aggie has years of experience working with clients who desire and value trusted expert wealth advice and guiding 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 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.

After decades of working with individuals, families, and businesses, Aggie realized that most people focus on two specific areas of wealth planning, financial decisions and estate planning, which causes many to struggle with their choices. Aggie’s approach looks at the bigger picture; her expertise is in helping clients adapt to wealth, understand their relationship with wealth, and realize their purpose and vision. This creates the foundation for experiencing a greater opportunity to achieve dreams and lasting effects for different stages in life and future generations.

Agatha’s multi-disciplined approach guides six elements of wealth: financial, spiritual, human, family, structural (how things are owned and used), and societal. She helps clients define the opportunities they wish to create for themselves, family members, people, causes, and communities for which they care. Aggie has used this approach to work through many scenarios of opposing dynamics which can oftentimes create complexities and complications. She believes having a strong path will provide the opportunity for lasting legacies.

Agatha is married to Craig, has four grown sons, three wonderful daughters-in-law, and many beautiful grandchildren. When not working with her family of clients she can be found enjoying time with her family, traveling with her husband, hiking, and giving back to the community.

What You Will Learn:

  • What is a certified financial planner
  • What are the six elements of wealth
  • How do spirituality and faith influence financial planning decisions
  • What challenges do women encounter surrounding money
  • What problems do wealthy people experience managing money
  • How to raise responsible stewards of money

How to contact Agatha Johnson:

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