“If you want to go fast, go alone. If you want to go far, go with someone.”

We are your personal Chief Financial Officer. Our goal is to help you become financially independent, prepare for the future, and responsibly manage your assets.

Together, we make intentional financial decisions with short-term and long-term goals specific to you and your family.

Whether you are getting married, buying a home, having children, paying off student loan debt, getting a divorce, or changing careers; we will guide you through your unique situation.

Through emergency fund planning, budgeting, investment planning, 401(k) planning, insurance planning and debt-reduction planning; we can prepare you for the future. Sense the theme of planning? That’s what it’s all about, while also being realistic about your lifestyle.

Just as oak trees start out as small acorns, your financial success starts with an initial plan. We can help you determine which option is best; striving to maximize your strategy and potentially grow your assets.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Paradigm Wealth Partners or LPL Financial.

Am I A Good Fit?

  • Young professionals and families with $100,000+ income.
  • You have no time and no plan.
  • You value the guidance of a CERTIFIED FINANCIAL PLANNER™ Professional and understand that navigating the changing financial landscape is too important to do by yourself.

We Do Not:

  • We do not judge where you have been or what decisions you have made in the past.
  • We do not tell you what you can and cannot purchase.
  • We do not charge hourly fees or on a one-time basis. We do our best work with people looking for long-term relationships.
  • We do not prepare tax returns.
  • We do not write wills, prepare trust documents, or draw up powers of attorney documents.

Are You Prepared For Retirement?

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

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