"Do not conform to the pattern of this world..." - Romans 12:2

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  • Tell Me More
    • Pattern Disruption
    • Key Partners
  • Professionally
  • Personally
  • Get in touch

Your Personal Pursuit of Possibility

Regardless of where you are in life, like many folks, you may have a “junk drawer” in your home where things accumulate. You clean it out every now and then but eventually, there it is again. The same thing can happen for people and their financial “stuff” as well.


What many folks don't realize though are the pitfalls of disorganization - waste, inefficiency, excessive risk, etc. - which if not addressed can put people into ruts that leave them settling for what's probable vs. pursuing what's possible.


Our process is simple:


  • Let’s get organized. Regarding the state of your financial world, if we can SEE it, we can UNDERSTAND it. And if we can understand it, we can DO something about it.


  • Together, let’s take the time to establish your “Emotional Blueprint”. In other words, we want to know: What keeps you up at night? What wakes you up in the morning? What are you proud of? Who are you the best at being?... or becoming? Understanding all the things that make you uniquely YOU helps us to align our recommendations accordingly.


  • Speaking of recommendations, it’s been said “Vision without action is merely a hallucination.” Action is essential to achieving any change or improvement you desire. Even so, not everyone enjoys being given a list of to do’s and then being told “good luck” with their implementation. So, whether you’re a “follow the instructions” type of person or one who prefers to be “shown” through a YouTube video, know we tailor our guidance to match – helping to ensure regardless of your preference, action takes place.

Take the first step

"The journey of a thousand miles begins with a single step."


Lao Tzu

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This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 15303 North Dallas Parkway, Tower II, Suite 550 Addison, TX 75001, Phone # 214.346.0985. Park Avenue Securities is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pattern Financial Group is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2024 Guardian


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