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 2 main ideas – what MATTERS to you most and what you can CONTROL.  What matters to everyone is different but 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 – fluid and dynamic and changes with you.  And our Process – The Paradigm FORMula which focuses on the 3 D’s: