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Our Process & About Us
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Our Process & About Us

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Why Us?

  • Complete In-House Services

    Stop getting conflicting advice because each person has their own thing to sell. Stop piecing together all the free apps with cool visuals and charts but no real direction.

  • Youthful Advisor

    Consider yourself lucky if you've never experienced having to find another service provider because the one you always used is now retiring. We are in it with you for the long run. We also understand the wants and perspectives of those young individuals we advise.

  • Our Partnership is Beyond just 401(k)s

    We aren't here to discuss a portfolio and collect a fee. We're here for you when relationships become marriage, renting becomes home buying, child planning becomes diaper changing, investing becomes retirement parties. This is what a partnership with an advisor is SUPPOSED to be like.

We're Committed to Setting Ourselves Apart from the Rest

This isn't a decision you make lightly. REALLY analyze us & make sure WE are a fit for YOU-
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Our ProcessWe are so confident in what we do - we will tell you exactly what it is. Even if you don't work with us, follow these steps. Gatekeeping is a money over people concept. To us, some things are more important than money.

Define your Risks

Job loss, Disability, & Death are the most immediate & severe financial risks that impose significant set backs for dependents. Here, income disappears but bills still exist- the last thing you can afford is writing a blank check.

Eliminate your Debts

Debts will bleed your bank accounts OUT. We will aggressively eliminate any high interest consumer debt that is blocking you from establishing your financial foundation. We’re talking a ‘to-the-dollar’ strategy that compares all methods for payoff and a timeline for completion.

Create your Budget

One of the BIGGEST problems today is that people’s budgets include Credit Cards. This is a hole you will STAY trapped in. Creating a positive cashflow spread and sticking to spending limits will be the lifeblood of your financial future. Create it and stick to it.

Build your Portfolio

Save the Index funds for your workplace account. We avoid unnecessary risks while looking for opportunities aligned with the tolerance and goals of the client. Concentration without strategy is risk. Concentration with intention is reward.

 

Precision is the goal. 

Brutal Truth : Those Who Can, Already Do

There is no shame in being a beginner. We all start somewhere. If you work with us, build a foundation, and want to do it on your own from there - then we succeeded.
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Who You're Working With

Who we are not

We Wouldn't Want

To be another name and number on a file somewhere •• To wonder if this AI robo-advisor understood my goals •• To wonder if I'm making the best choice with the options I have •• To pay a ridiculous fee when I'm trying to get started •• To only matter to an Advisor when I'm close to retirement or bought a product with a large enough commission.

Who we are

We Recognize That

Your income is your livelihood •• Your savings is your future •• Your name and goals mean you matter •• Robo-advisors don't know the why behind the want •• A foundation laid early is more important than hoping you did it right when it's too late to fix it
John C. Hendry III
John C. Hendry III Firm Principal
CRD# 7699097

I started Paraclete Life Planning because I was tired of the Insincerity in the Finance space.
Everything was about ‘the next sale’. You became a name and number on a folder in a drawer.
Everything also felt like it was the same thing, just a different label. They used the right ‘buzz words’ – holistic, personalized, comprehensive etc. but nothing about the process felt unique. 
Unless you met the Advisor’s client minimums or wanted an IUL from a Life Agent, you weren’t even a blip on their radar.
I knew I wanted to matter to my advisor at all times, not just when I paid them.
So here we are to flip the Script upside down.
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