8111 Preston Road, Suite 575
Dallas, TX 75225
Phone: (214) 756-6066
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Income Planning, College Education Planning.
About My Practice
At Paradigm, we value objectivity, integrity and transparency. We provide fee-only financial planning focused on guidance and support. Our advisors don’t collect commissions on any investments we recommend, allowing us to offer truly objective advice. We’ve created a three step process that makes it easy to collaborate and customize a plan tailored to your goals. Step 1: Design We want to understand who you are and where you want to be, both now and in the future. We’ll work together to aggregate your information, then we’ll design a plan that works for you. Paradigm Advisors uses Riskalyze to help discover your patented Risk Number®. Step 2: Implement We’ll help you take the second (and sometimes scariest) step: putting your plan into action. Whether we’re diving into the details around purchasing a new home or revising your estate plan, we’ll come up with solutions together. We provide strategic direction, asset allocation and investment advice. Step 3: Live Living your life with peace of mind should be a priority, but we’re all human. We know that life is unpredictable and its only constant is change. As questions start to arise, feel confident that a team of advisors at Paradigm will support you each step of the way.
About Michelle Gass
I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.
Growing Families, Business Owners and Executives, Sudden Money Situations, Novice Investors, Those Nearing Retirement.
A fee-only, fiduciary, and independent financial advisor, Michelle Underwood Gass is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
RLP ® Since
Industry Start Date