A BUSINESS OWNERS GUIDE TO WEALTH

Reclaim Control. Build Certainty. Unleash Your Business Potential.

Most business owners take their foot off the gas once they "make it"—not realizing that the pursuit of financial security outside their business might be what's putting it at risk. This mini course reveals the proven strategies to build certainty in your personal financial life, so you can confidently take bold risks and innovate inside your business. Learn how to balance certainty and uncertainty to create not just a thriving enterprise—but enduring wealth and financial independence.

WHAT YOU ARE GOING TO LEARN

In this 4-part mini course, you’ll gain powerful insights, battle-tested strategies, and financial truths every business owner must know. You’ll learn how to build a solid foundation of financial certainty outside your business—so you can take smarter, more calculated risks within it.

Whether you've survived your first decade in business or are pushing through the early years, this course is your guide to maximizing your impact, wealth, and legacy.

LEARN HOW TO:

  • Build a personal economy of certainty using cash flow strategies tailored to your mindset as a leader.
  • Avoid the common financial pitfalls that take down even successful business owners.
  • Adopt a simple, effective cash flow system that curbs overspending and builds lasting wealth.
  • Leverage the Wealth Maximization Account for tax-efficient growth and liquidity.
  • See the real numbers comparing traditional advice vs. reinvesting in your business.
  • Inject capital into your business to scale faster—without sacrificing financial stability.

Patrick H. Donohoe

IAR, AIF®, RFC®
CEO, Founder, Wealth Strategist

About

Over two decades of experience in the financial services industry, Patrick has seen the challenges people face in managing cash flow, risk, and investment performance. At Paradigm Life, where Patrick serves as CEO, he leads the company mission of helping Clients overcome these challenges through proven, economically sound, and time-tested strategies. Since 2007, Paradigm Life has guided over 8,000 clients nationwide to new levels of financial independence, helping them create and follow a path thrive.

Nick Welch

Wealth Strategist

About

Nicholas has been working in the financial services industry for over a decade. His passion for finance, investing, and wealth strategy began at an early age and inspired his formal education.
After studying economics and finance at Utah State University, he took his skillset and love of numbers and analytics to the business world. Nicholas worked with a fledgling business consulting firm and was instrumental in growing that start-up business to a $30 Million per year business services enterprise that services thousands of clients across the country.
From there, Nicholas joined the team at Paradigm Life, and has been working as a Wealth Strategist ever since. Among his achievements, Nicholas played an essential role in helping Patrick Donohoe fine-tune his bestselling personal finance book, “Heads I Win, Tails You Lose: A Financial Strategy to Reignite the American Dream,” and has worked alongside him since.
Outside of the office, Nicholas enjoys all-things sports – namely the Utah Jazz, RSL, and playing rec soccer. Nicholas lives in Salt Lake City where he carries out his most important callings in life as husband and father. He and his wife, Cierra, have two wonderful children, Ezra and Aila.