Paraclete Life Planning | Financial Freedom Through Preparation

Paraclete Life Planning


We have 1 goal -



To see You Win.



Sure, much of our work centers around money; but a win there leads to wins everywhere in your life.


We are a service COMMITTED to Empowering you to make tough decisions today to enjoy the life you TRULY want in the future.


We aid the
Do-it-yourself-ers & the Do-it-for-me-ers


Because at the end of the day,

You will still have bills to pay
You will still have mouths to feed
You will still need a roof over your head
You will still desire to stop working eventually


And if you are at this point on our page, it's because you have doubts surrounding those things in your life.


Let's Change That



I'm a diy-er
what does it look like for me ?





Step 1 - Join our Community
Step 2 - Receive Access to Our
Financial Scorecard and Router

Step 3 - Utilize our Lesson Outlines in the Community
Step 4 - Actively Participate in Your Success and Those in the Community



I want the white-glove service.
how about me ?





Step 1 - Reach out and schedule a Discovery Call. Here we both can decide if we are the right fit for each other.
Step 2 - After agreeing to work together, we have a Fact-Finding call to build out your financial plan.
Step 3 - You receive access to our community, lessons, financial scorecard and router.
​You also will have a risk-profile assessment.
Step 4 - We create action steps to chip away at the needs discovered on our call.
Step 5 - We regularly monitor and follow up on progress within your action plan.



Your scorecard





Imagine being in school, never getting grades back on assignments or tests, then at the end of the year, finding out you failed and had to repeat that grade.

Think of this as your progress report.

"That which is measured, improves. That which is measured and reported, improves exponentially" - Karl Pearson



Money Router





- See all of your accounts on one screen,
- Drag & drop commands to pay by dollar amount or percentage

- This is now the command center for your Finances



Risk & projection map





How much can I Comfortably save?
How much gets me to X goal?
How much can I spend in retirement?

Based on your:
risk number,
money available to invest today,
money needed in retirement,
investment returns,
inflation rates,
and a whole lot more-
we can Visualize Your Success.


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