Our Process

Paradigm’s best practice process:

Introduction & Mini “Data Gathering”

  • Explore your situation
  • Discuss our services
  • Define the relationship
  • Collect data

Current Modelling Presentation & Fee Costs

  • Discuss the strengths and weaknesses of your current situation inline with the Lifestyle Planning concept.
  • Present Fee Costs
  • Decision making
  • Schedule follow-up meetings

Full “Data Gathering”

  • “What’s important to YOU”
  • Gather detailed information
  • Establish your goals
  • Discuss your concerns


  • Present the plan and appropriate strategies
  • Review the action steps
  • Designate responsibilities
  • Implement solutions

Review and Service

  • Analyse on-going issues
  • Make adjustments as your situation changes
  • Provide regular updates
  • Accountability

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