At Paragon Financial Partners, we believe your desired financial goals should not be delayed until you reach the proverbial age of retirement. We believe living for today, while planning for tomorrow are crucial elements of a healthy financial mindset for a full and rich life. Our long-term financial planning philosophy stretches beyond a narrow focus on saving, saving, saving, but also stresses the importance of celebrating your life’s success as you and your wealth continue to prosper.
Your personal life and your financial life are not separate. At Paragon Financial Partners, we help clients effectively manage their finances while also helping them reach their personal life goals. Traditionally, most financial advisors are numbers focused – budgets, investments, and taxes without taking a holistic view of your life’s goals, experiences, and emotions. The advisors at Paragon Financial Partners go beyond the numbers in order to align your financial goals with your life’s motivations. Our advisors seek to discover what moves you; what inspires you in order to create a life plan that helps you align your financial behaviors and mindset with your personal values and expectations.