Who We AreGet to know a little about PSF
For Our Clients
We declare our clients to be empowered, educated, and equipped to master their experience with money. By being coachable, accountable, and responsible they will bring forth a new possibility for their American Dream and pursue it with alacrity. In so doing they will have a life filled with abundance that permeates and uplifts their families, their community, and the world.
For Our Firm
We declare our firm to be committed to and guided by our Core Values to ensure our clients achieve their dreams. Through powerful coaching, exceptional service, and engaging experiences, we will lead them to discover a greater purpose for the wealth they will generate. We will create an environment in which all members are given the opportunity to share and participate, which will engender a support structure that reaches far beyond the PSF community. As result, our firm will impact families and communities for generations to come.
Origins of PSF
The founders of Paradigm Shift Financial (PSF) used to work at your traditional financial firm. You know the kind: product-oriented, quota-driven, and commission-based where those with the biggest sales were touted as the best “advisors”. They did the best they could within that system to bring value and guidance to clients independent of the commission check, all the while being reminded they weren’t driving sales hard enough. Finally, after feeling like they were hitting their heads against a wall, a lightbulb went off. Why work in and fight against an environment which seemed to put sales first and client dreams second? Why not start their own firm; bringing forth education and coaching to clients, free from the need to push products? This “lightbulb” concept is referred to as a paradigm shift. A powerful definition of the term paradigm shift is, “a fundamental change in approach or underlying assumptions, which leads to new results”. And thus, in 2017 Paradigm Shift Financial, LLC. was born.
01. Nobody Left Behind
We believe everyone should have the opportunity, regardless of asset value, to learn the truth about how to build wealth through prudently investing. We use money to fuel our dreams, and whether you have $10,000 or $1,000,000 we will empower you to become the hero of your own success story.
When we talk about integrity, we’re specifically referring to the following definition: “the quality or state of being complete or undivided”. Think of a time where something you own has broken down – maybe an appliance, a computer, or a car – that happens due to a lack of integrity. When something is wrong with one area of a car, it impacts and degrades the rest until it no longer works. This happens in our lives as well. So, when we’re talking about integrity, we’re talking about a completeness in all levels of the client relationship. If the investment strategy isn’t sound and subjects the client to unnecessary risk, that’s a breakdown of integrity. If we don’t return calls or emails promptly, that’s a breakdown of integrity. If the client doesn’t attend the educational webinars and doesn’t communicate with us, that’s a breakdown if integrity. As a result, it is a core value of ours that integrity is kept in all aspects for there to be a successful working relationship.
All high performers have coaches. People that can see from a different perspective and provide insight and support. People to hold them accountable to taking the actions they said they would take. We believe that we must always be coachable, and that we must seek the most powerful ways to provide value to clients. We have coaches, and our coaches have coaches. We believe clients should want that of their advisor, and want that of themselves.
04. Exceptional, Engaging Experience
Let’s face it, talking about money isn’t always an enjoyable experience. There’s a lot to learn and a lot of misinformation out there. Most financial advisors don’t make that experience any easier or enjoyable. That’s where we come in! We want you to learn about money so you’re empowered to chase your dreams, and there’s a way to do it without boring you to death. We frequently get feedback like “Wow, you aren’t like other financial advisors I’ve met – you seem human.” That’s what we want you to think too. Studies show that laughter while receiving education can boost learning and retention, so we’ve adapted our educational webinars to include humor as well. Worst case, if this doesn’t work out we can go and be comedians!
A Team Of Professionals