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Michelle Underwood Gass

Founding Principal of Paradigm Advisors, an RIA managing approximately $110 million in assets. Expert in creating structured financial planning processes that balance standardization and client customization.

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Jan 14, 2025 • 1h 30min

Ep 420: Making Financial Planning More Repeatable Without Losing The Customization Where Clients Prioritize What Matters Most with Michelle Underwood Gass

Michelle Underwood Gass, the Founding Principal of Paradigm Advisors, discusses her innovative approach to financial planning, blending standardized processes with custom solutions for clients. She details her 5-part planning framework, including unique 'Get to Know You' meetings that uncover client priorities. Michelle explains her use of technology for seamless onboarding and highlights her dual fee structure that caters to high-earning professionals. She shares her journey from hedge fund management to finding fulfillment in building a purpose-driven advisory firm.