Thank you for taking the time to complete your Financial Fact Finder. We are working on your plan and will incorporate our findings from your Intrinsic Discovery. We look forward to reviewing your plan together in the coming weeks.
In this video we will organize your finances and help on board you into the Paradigm Client Portal (eMoney). The goal is to have everything in one place (your secure Paradigm Vault).
Here are additional videos to get you acquainted with the portal.