Our Client Service Philosophy
Our client service philosophy is simple— we strive to bring clarity and insight to your financial situation by partnering with you to achieve your goals.
It is our goal to be recognized as a company of dedication, honesty, integrity, and service. We seek to do this by engaging you in a consultative and collaborative process so that you truly understand your finances and feel comfortable and confident in the decisions that we make together.
Our Client Service Process
It is our goal at Paradigm. Strategies in Wealth Management is to build consultative client relationships with our clients. We have implemented a five-step client service process to ensure that every client receives consistently superior service. This five-step process is a series of meetings:
- Discovery Meeting
- Wealth Planning Meeting
- Commitment Meeting
- Orientation Meeting
- Regular Progress Meetings
Our Client Service Technology
We are committed to learning and incorporating new technologies into our practice to better serve you. We serve our clients through a secure online portal, electronic communications and state-of-the-art portfolio management system. Our technology also allows for the aggregation of 401(k) information, permitting us to pull that, along with 403(b) assets, right into the investment mix. This enables you to view everything related to your finances through one secure portal — even funds we at Paradigm don’t actively manage.
The Paradigm Client Service Approach