Our Process

Our proprietary process, The Paradigm FORMula, combines what matters to you and what we can control into a fluid and dynamic financial plan and investment strategy that changes as your life unfolds and your needs evolve.

Our Process focuses on two main ideas — what MATTERS to you most and what you can CONTROL. What matters to everyone is different, but it usually centers on Family, Occupation, Recreation, and Money. Then there are the things we can control, which includes Our Philosophy — planning around all things financial. Our Planning Strategy is fluid and dynamic and changes with you. Our Process, The Paradigm FORMula, focuses on the 3 Ds:

Discover

What do you want to accomplish and what is essential to you?

Design

How will you get there and what services are best for you?

Deploy

Implementing your plan with ongoing service built on a lasting relationship.