In the first part of this series on nimbility, we wrote about Mental Nimbility. Today we are going to address Financial Nimbility. One of our tasks as an advisory team is to stage wealth. We have never sat down with clients and created sectors from their finances to determine which one to liquidate first, and second, and so on. Nonetheless, we do have an internal process to determine the most efficient method for each client to access their wealth throughout each stage of life.