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.
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.
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 individuals over age 50 who are or want to retire make intentional financial decisions.
“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 dreams so you can Create The Life You Love®!
Grab our checklist to discover what issues you should consider before you retire.