Our Paradigm

A New and Better Approach to Financial Wellness
In Every Stage of Your Life

Ordinary financial planning is often simply designed to grow assets with no particular direction or desired outcome other than more money. More money is good, but it’s no plan.

We’ve shifted the paradigm of financial planning. Our process combines perspectives from traditional wealth management with college planning, risk management, and tax planning, so nothing is left to chance. We create custom solutions for every customer for secure planning in an insecure world.


The only constant in life is change. For that
reason we conduct regularly scheduled
meetings (at least once per year) to ensure
your plan evolves to stay aligned with your
life and goals. If you feel the need for a review
sooner, you can contact us at any time for one
of the following:
• FWA — Financial Wellness Audit
• Pinnacle Planning — Non- or
• Pivot Planning — Life/
Situation Change
• D-SIDE® Evolutionary
Checkpoint — Annual
review for all clients


Every single client has different wants, needs, and expectations. The Discovery phase is our chance to get to know what’s important to YOU. Our objective is to understand your current financial and family situation, goals, anticipated milestones, and any problems to be solved. This is the foundation for the next steps.

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There are many facets to delivering on each and every plan. Your Paradigm financial team will work together with all key partners involved in your plan. We will move money, transfer deliverables, and take action to bring your plan to fruition.


Discovery and Strategy lead us to make recommendations and present you with a thorough and sound plan. Once you approve, we begin coordinating with the other members of your professional team.


Once we understand where you are and where you want to go, we evaluate for any possible improvement options, blind spots, or exposure to risk. We develop custombuilt, sound strategies to align with your goals

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Please use this email form for general questions. For the quickest response, and for time-sensitive financial matters, please call the main number at 610-422-3530.