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Our Process

Client Centered

Set Targets - Get Organized - Make Progress.

  • Set Targets means to identify your priorities—whether it's owning your dream home, retiring early, or traveling the world. We craft an articulate plan of action for a long-term purpose.

  • Get Organized with our mobile planning app that allows you to track your investments, manage your debts & net worth, view tasks, & manage a budget all in one convenient & secure place.

  • Make Progress. We have our targets & it's time to do work. We take a "Slow is smooth, smooth is fast" approach to knocking out small goals, manage your risks, and make strides toward a happier, healthier, wealthier retirement.

Client Centered
Our expectations for you

Understand that it wasn't raining when Noah built the Ark. Rome wasn't built in a day, and neither is trust.

Be transparent, and speak your mind, even when things get tough.

Stay consistently involved. Remember - complacency kills. 

True planning relationships last a lifetime. We encourage you to ask questions, take notes, and enjoy the adventure.

The link below will begin your membership with Paladin Wealth Management.

Welcome to the Family,
Coty Barker, CEO.