About Us
At Agility Solutions, we elevate your personal and professional growth by offering tailored consulting and coaching services. Our dynamic team empowers individuals, legal professionals, law firms, corporate teams, and businesses with expert financial management, risk assessment, compliance solutions, and strategic consulting. Since 2011, we've been dedicated to helping clients streamline operations, optimize financial strategies, and confidently navigate regulatory complexities. Whether you're a business owner, legal professional, executor, trustee, or seeking financial guidance, Agility Solutions provides the expertise and clarity you need to succeed.
Tailored and Comprehensive
​With deep expertise in estate and trust financial management, law firm financial consulting, risk and compliance management, and legal technology solutions, we help clients navigate the complexities of financial planning, operational efficiency, and regulatory compliance. Our services are designed to optimize law firm financial health, estate and probate administration, trust management, and contract lifecycle processes, ensuring that professionals can focus on growth, stability, and long-term success.
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At Agility Solutions, we recognize the challenges professionals face in high-demand industries and provide tailored coaching, education, and consulting to help them excel in their careers while maintaining balance and well-being. Through strategic planning, advanced financial guidance, and compliance consulting, we empower our clients to thrive in an ever-evolving landscape.
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Our mission is to guide individuals and organizations through the financial, operational, and regulatory complexities of today’s professional world—offering expert insights, innovative resources, and strategic solutions that foster growth, resilience, and adaptability.
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Our Founder
Lakisha Bealer, the visionary founder of Agility Solutions, brings over 25 years of expertise in legal, accounting, financial management, technology, and coaching. With a deep understanding of the challenges faced by law firms, estate professionals, and business leaders, she is dedicated to empowering individuals and organizations with the tools, insights, and strategic guidance needed to navigate complex financial and operational landscapes with confidence.
Lakisha’s passion for bridging the gap between professional expertise and personal empowerment has been the driving force behind Agility Solutions. Her commitment to helping legal and financial professionals achieve sustainable success continues to inspire clients worldwide.
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📌 Learn more about our founder →
Our Commitment to You
At Agility Solutions, our mission is to help you achieve financial stability, professional growth, and operational efficiency. Whether you're a law firm optimizing financial management, a trustee managing estate funds, or a business leader seeking strategic consulting, we provide tailored solutions that drive success.
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Through expert coaching, consulting, and education via Agility Academy, we offer comprehensive support that equips individuals and organizations with the tools to thrive in an evolving legal and financial landscape. Our goal is to help you become a more agile, empowered, and financially secure professional.
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📌 Let’s build your path to success—together.
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