Lifetime Paradigm, Inc.
About
I am a Registered Financial Consultant and an Independent Fiduciary Advisor. I work mainly with business owners, real estate investors, CPA's and attorneys, providing them with our unique and proprietary, real estate integrated and self-directed financial planning system called, The 4x4 Financial Independence Plan sm.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Initial Interview (Virtual)
This initial interview is designed to help us understand your unique situation and, for you to learn about us; to ask questions about what we do and how we can help you. Then, we can mutually assess your needs and our capabilities to see if there is a good fit!
Use this link to schedule an initial 15-minute telephone conversation:
https://live.vcita.com/site/fc1cf20f6842ed16/online-scheduling?service=huxi8lpadh812tkl