Our Process

Our Five Step Process

At Paradigm Consulting, Inc. we follow a five-step process that helps to ensure investment decisions are made rationally, based on your long-term goals. We take the emotion out of investing. The five steps are:

1. Discovery. In order for us to design a plan to help you meet your financial goals, we gather specific personal and financial information from you. This is designed to clarify your investment objectives based on your life goals, fears, opportunities and past experiences. Our Paradigm investment team will work with you to draw a clear picture of who you are and where you are going. Our Paradigm team will use that information not only to design your investment portfolio but also to monitor it and make sure it continues to meet your goals over time.
2. Financial Analysis. Based on the financial goals and assumptions you provide, we calculate the likelihood of realizing your financial goals.
3. Paradigm Investment Plan. Once we clearly understand your financial objectives and have established your risk/return profile, we develop and implement a customized investment strategy, utilizing our proprietary manager scorecard system.
4. Portfolio Monitoring And Rebalancing *. Managing your investments effectively takes time and a steady focus. Market forces and economic conditions are constantly changing, which affects your asset mix and prompts the need for reallocation and rebalancing. We continually monitor your investment portfolio and then clearly communicate these changes to you, which includes sending you a quarterly investment report.
5. Reporting. Each quarter, we show you exactly where you stand in relationship to your goals and objectives.

*Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. When rebalancing a non-retirement account, taxable events will be created that may increase your tax liability.