Financial Toolkit

At Paradigm Wealth Partners, we understand that part of creating a financial plan is you having control.

At any stage in the planning process, we want to provide the tools you need to plan for whatever is next in your life. Whether you’re preparing for our first meeting or want to retire this year- starting here will make the journey less daunting with worksheets, guidelines, and other helpful documents.


A Guide to Financial Clarity for Professionals and Families.

Let’s face it – Navigating the various stages of life is complex, especially when it comes to money management. In What The Wealth?! CERTIFIED FINANCIAL PLANNER™ Professional Jonathan P. Bednar, II breaks down those complexities and makes the concepts of money easy to understand. An avid investor and business owner, Jonathan talks about how to attain financial freedom and “Create The Life You Love®” free from anxiety about money.

Are You Prepared For Retirement?

Grab our checklist to discover what issues you should consider before you retire.

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