At Paradise Cay Financial, our mission is simple: “Creating financial peace of mind.” We believe that true financial well-being comes from more than just wealth—it’s about having a plan and the right partner to guide you through life’s pivotal moments.
With over 30 years of experience, we provide personalized financial strategies designed to grow, protect, and transition your wealth. Our approach is rooted in understanding your unique situation, values, and goals. Whether you’re a tech executive managing equity-based compensation, a family planning for college and beyond, or a retiree preparing for your legacy, we’re here to help.
Our Process
Step 1
Discovery Meeting
We meet to learn about you, your family, your dreams, and your current situation. Collectively, we decide to proceed in this partnership to navigate to peace of mind.
Step 2
Planning Proposal
We'll present a customized proposal that outlines our work together, including how we’ll guide you through asset accumulation to distribution and beyond.
Step 3
Financial Planning
Our expert team will build your comprehensive financial plan that creates clarity and confidence in your future. We focus on your goals, resources, and needs to prioritize what’s important, see what's possible, and weigh the trade-offs. It's a unique balance between consumption and preservation.
Step 4
Implementation
You'll work with our team to take action on your financial plan. Together, we'll be your advisor and partner to ensure you have total confidence in the future we're co-creating.
Step 5
Regular Reviews
At a minimum, we'll reconvene annually to ensure your plan is on track. However, we know life happens, and we'll be there for you when you need us most.