The Smart Financial Independence Blueprint ℠

Discover a better, smarter, safer way to plan for retirement and achieve financial independence with our proprietary service, The Smart Financial Independence Blueprint ˢᵐ.


At the core of every financial planning strategy lies what we call The Smart Financial Independence Blueprint ˢᵐ – our unique and proprietary service for retirement planning.

The Smart Financial Independence Blueprint ˢᵐ embraces income planning, which is the pivotal process of transforming your current earnings and assets into investments that will provide the income you want for tomorrow, ensuring financial stability throughout your lifetime. Through a comprehensive analysis of your financial landscape, we will delve into EVERY aspect of your finances – from income and expenses to assets, liabilities, and tax considerations.

This service will help you create and implement a comprehensive financial plan, almost immediately. Just as businesses monitor and manage their profit and loss statement and balance sheet, The Smart Financial Independence Blueprint ˢᵐ will track your family’s income and expenses as well as your assets and liabilities.

While not everyone requires an extensive financial plan, everyone undoubtedly needs an income plan to maximize the potential of their current income and assets, thereby paving the way for the realization of their future dreams and aspirations.

What is Financial Independence?

At Lifetime Paradigm, we refer to what many term “retirement” as your Financial Independence – that significant milestone when your assets provide the income you need to maintain your chosen lifestyle, and work is no longer a requirement, it’s an option!

We also like to refer to financial independence as Retirement 2.0. Retirement today is very different than it was for your parents or grandparents.  Their retirement plan, or Retirement 1.0, generally meant they would work for one company their entire life. Then, once they stopped working, they were done working altogether.

The problem with the Retirement 1.0 model is that most people would work until they couldn’t and, as a result, they would put off doing many of the things that they enjoyed, including spending time with those they cared about most.  This concept is called delayed gratification and, while this strategy does have many benefits, the biggest downside is that none of us know how many years are ahead of us, and what a shame to put off living the life you dream of for decades only to learn that you really don’t have as much time as you hoped ahead of you.

Today’s retirement, Retirement 2.0, is about beginning to live the life you dream of, NOW.  It’s about doing more of the things you really enjoy and spending more time with those your care about most, today.


Times Have Changed, Your Income Plan Should Too

The Goal

The Smart Financial Independence Blueprint ˢᵐ is focused on one goal – helping you obtain your financial independence as quickly as possible and sustaining it for your lifetime.

We believe that financial independence can be achieved at any age and at any income level, and The Smart Financial Independence Blueprint ˢᵐ will help you with your financial freedom journey.


Achieve Financial Independence, NOW


Create a comprehensive financial plan that addresses four elements: Retirement Planning, Asset Protection, Estate Planning, and Tax Planning.


Receive a comprehensive analysis and detailed action plan to help you achieve your financial independence.


Keep track of your family's income and expenses, as well as assets and liabilities.

What You Get:


Income Independence

The foundation of our 4×4 Financial Independence Plan.


Independent Fiduciary Advisor

Work with one of Lifetime Paradigm’s Independent Fiduciary Advisors.


Comprehensive Plan

You will receive a comprehensive analysis and detailed action plan to achieve your financial independence. 



Track your family’s income and expenses, as well as your assets and liabilities.


Enroll now to get started with The Smart Financial Independence Blueprint ˢᵐ. Discover a better, smarter, safer way to plan for retirement.

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