A Family Office Experience for Individuals, Families, andBusiness Owners

Financial clarity, protection, and legacy planning — guided with care

Schedule a Complimentary Clarity Call

Services Hub

Families & Individuals

Financial organization
Protection planning
Retirement income strategy
Estate planning coordination

Business Owners

Business protection
Owner retirement planning
Employee benefits guidance
Succession & exit coordination

Legacy & Estate Planning Support

Trust education & preparation
Beneficiary strategy
Special needs considerations
Legacy planning coordination

How It Works

01

Discover – Understand goals, concerns, and priorities

02

Organize – Bring clarity to finances and

protection

03

Coordinate – Align insurance, investments, and estate strategy

04

Support – Ongoing guidance as life evolves

About Agape First

A Family Office Experience, Built on Care, Clarity, and Trust Agape First exists to help individuals, families, and business owners gain clarity, confidence, and peace of mind around their financial lives.

We believe financial planning should feel supportive, not intimidating. Organized, not overwhelming. Personal, not transactional. At Agape First, our role is to guide, educate, and coordinate. We walk alongside our clients as a trusted partner, helping them understand their options, align their goals, and make thoughtful decisions that support their present needs and long-term legacy.

Our Philosophy

We operate from a Family Office–style approach, meaning we look at the full picture — not just one product or one moment in time.

That includes:

Income and protection planning
Retirement and future income strategy
Estate and legacy planning coordination
Business owner planning and succession considerations
Special needs and family care considerations
Ongoing guidance as life evolves

Our focus is not on selling solutions, but on creating clarity and coordination so each piece of a client’s financial life works together intentionally.

Meet

Isa Gates

Agape First was founded by Isa Gates, a financial professional and community leader with a passion for helping families and business owners feel supported and informed.

Isa’s approach is rooted in real-life experience, compassion, and education. She understands that behind every financial question is a human story a family, a business, a responsibility, or a season of transition.

Through her work with Agape First and her involvement in the local community, Isa has become known for:

Explaining complex topics in a simple, relatable way
Creating a calm, judgment-free space for important conversations
Offering thoughtful guidance instead of pressure
Connecting clients with trusted professionals when additional expertise is needed

Isa is actively involved in community education, workshops, and local business initiatives, ensuring that her work remains grounded, accessible, and people-centered.

Who We Serve

We Support

Individuals and families seeking clarity, protection, and long-term planning
Business owners navigating growth, responsibility, and future planning
Families preparing for legacy and estate considerations
Those caring for loved ones, including special needs and multigenerational households

Whether you are just getting started or looking to bring order to an existing plan, Agape First meets you where you are.

What Makes Agape First

Different

A concierge, relationship-first approach
Education before implementation
Coordination across financial and legacy planning
Trusted professional referrals when legal or tax expertise is needed
Ongoing support, not one-time conversations
A calm, respectful, and values-driven experience

We don’t rush decisions. We help you understand them.

Our Commitment

At Agape First, you can expect:

Transparency
Thoughtful guidance
Clear communication
Respect for your goals and values
Support through every season of life

Our mission is simple: to serve first, guide well, and help families and business owners move forward with confidence.

People also wonder

Digitalization is the process of leveraging digital technologies to

streamline operations , improve customer engagement , and drive

business growth .

1. What does Agape First specialize in?

Agape First is a boutique financial planning and wealth strategy firm serving families, professionals, and business owners who want a clear, coordinated plan.
We specialize in:

• Retirement planning

• Life insurance and asset protection strategies

• Annuities and income planning

• Estate planning coordination

• Wealth transfer and legacy design

Our approach combines high-level strategy with personal guidance, similar to a family office experience, but accessible and relationship-driven.

2. Is Agape First a financial advisor, insurance agency, or estate planning firm?

We operate as a comprehensive wealth strategy firm.
That means we design and implement financial protection and retirement strategies, and we coordinate with estate planning attorneys and tax professionals when needed.
Rather than working with multiple disconnected advisors, we help streamline your financial planning, insurance solutions, and legacy coordination into one cohesive plan.

3. Who do you typically work with?

Our clients are typically:

• Business owners
• High-income professionals
• Growing families
• Pre-retirees and retirees
• Individuals building generational wealth

If you value clarity, long-term strategy, and intentional financial planning, you’re likely a strong fit.
You do not need to be ultra-wealthy, you simply need to care about building wisely.

4. What makes Agape First different from other financial firms?

We focus on positioning.
Before recommending any strategy, we evaluate:

• Risk exposure

• Tax efficiency

• Retirement income structure

• Asset protection gaps

• Estate planning alignment

Our process is education-first and strategy-led. Every recommendation fits into a bigger picture, your life, your family, your future.

5. What is a Financial Needs Analysis and how does it work?

Your Financial Needs Analysis (FNA) is a complimentary, structured review of your financial position.
We analyze:

• Income and cash flow

• Existing insurance coverage

• Retirement accounts

• Debt structure

• Estate planning status

• Risk exposure

You’ll walk away with clarity on where you stand and what opportunities exist, whether you choose to implement with us or not.

6. How do I begin working with Agape First?

The first step is scheduling your complimentary strategy consultation.
During this conversation, we’ll:

• Clarify your goals

• Identify immediate priorities

• Outline potential strategies

• Determine next steps

If we’re a good fit, we’ll design a tailored financial strategy for you.
If not, you’ll still leave more informed than when you arrived.

Ready to protect what you’re building and design a future with intention?