We understand that you want to retire with confidence. In order to do that, you need a clear plan with a competent partner. The problem is, you are fearful of running out of money. This makes you feel overwhelmed and anxious. We believe you deserve a strong plan with transparency. We understand that money can be complicated; which is why we have developed a framework and walked the financial journey with hundreds of families just like you.
We respect your time, so we wanted to make the steps simple. First we schedule an introductory meeting, next we craft your "Retire Ready Blueprint", and lastly we walk with you every step of the way. This last step will allow you to stop worrying about money and enjoy your hard-earned retirement.
SImple Steps
1️⃣ Learn More Meeting
This time together will help us get a deeper understanding of your dreams, needs, and concerns. This allows us to get a sense of what work we need to do. We want you to leave this meeting feeling more comfortable with us and our process.
2️⃣ Retire Ready Blueprint
- Can I reach my financial goals?
- What do I need stay/get on track?
- Is there room for improvement in my investments?
- Plan for the 3 Big Risks in Retirement
3️⃣ Pursue Your Passions
We will continue to monitor your situation and modify if needed. Our extensive research will help us do this. Informing you and keeping you engaged in the process will help us improve. We will walk with you every step of the way.
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Why Paradigm Wealth Partners?
Paradigm Wealth Partners is a fiduciary financial Planning firm in Knoxville, Tennessee.
Our mission is to facilitate the ability for you to plan for and Create The Life You Love®. One free from anxiety about money. Paradigm Wealth Partners is your personal CFO; empowering 50-Forward individuals (over age 50 who are or want to retire) make intentional financial decisions.
Philosophy
Financial Planning - ON Paper! On Purpose!
"If you don't know where you're going, any road will take you there." A financial plan, crafted by a CERTIFIED FINANCIAL PLANNER™ Professional, allows you to align your values with your goals so you can Create The Life You Love®! Retirement is a goal for most people and investing for income is part of our philosophy.
