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Frequently Asked Questions

Why is Paradigm Wealth Partners different from other financial planning services?

What services do you offer?

How are your services rendered?

Why should I hire an advisor rather than trying to do it myself?

There are many benefits to having a licensed, experienced advisor to walk alongside you in your financial journey. They are knowledgeable about the market beyond just the headlines and hearsay. Afinancial advisor should be able to give you confidence about your portfolio so that you can enjoy the life you have made. We have access to various resources to help position you to pursue success. Having afinancial advisor is similar to having a personal trainer, who is there to hold you accountable, educate you, and has your best interest at the forefront of all decision making.

What can I expect from our first meeting?

We want to get to know you. We will discuss your interests, hobbies, and loved ones, as well as your financial fears, goals, and dreams. This meeting will be very low pressured as we get to know each other. The important part about choosing afinancial advisor is that youfind someone you trust and have confidence in to help you make the right decisions for your future. If joining Paradigm Wealth Partners is a great fit for both parties, we’d talk about steps to move forward and get the ball rolling.

What is your investment philosophy?

How often should we meet?

Is there an account minimum for your clients?

There is no account minimum to become a client at Paradigm Wealth Partners. But, we do expect a minimum level of commitment to the process. We want this process to be enjoyable for you, so we want you to be engaged and involved in yourfinancial planning process.

How can I plan for the future when I am worried about paying for the present?

We are here for you. We want to create an individualized plan that works best for you and your money. Together, we’ll look at your monthly expenses and income tofind a strategy to ease your worries, while also pursuing your goals. These plans will help you know where your portfolio stands and how to get what you need to Create The Life You Love®.

The stock market scares me. How do I know if I’m making the right decisions?

How can I view my account online?

What happens when my plan is finished?