How We Deliver The PAID Method™

The PAID Method Diagnostic™ is a structured evaluation designed to help business owners understand how effectively their business is positioned to create long-term personal wealth.

Using the PAID framework — Protect, Align, Integrate, and Distribute — the Diagnostic measures:

• Business Readiness 
• Personal Readiness 
• Structural Alignment 
• Enterprise Maturity 

The goal is to identify the structural gaps, planning blind spots, and misalignments that may be limiting the wealth your business can create.

What You receive:

• A Business & Personal Readiness Profile 
• PAID Domain Scores across Protect, Align, Integrate, and Distribute 
• Identification of structural vulnerabilities and alignment gaps 
• Enterprise maturity evaluation 
• Prioritized strategic focus areas 
• Initial wealth-planning observations and recommendations

The PAID Method Diagnostic is FREE!

Once completed, business owners may choose to:

• Build a personalized PAID Method™ Wealth Plan
• Continue into the PAID Method Advisory Program™ for implementation and coordination support

The PAID Method Wealth Plan™ transforms your Diagnostic results into a personalized strategy designed to help maximize the wealth your business can create.

Using your PAID Method Diagnostic™, we identify the planning structures, strategies, and priorities most critical to strengthening your business and personal wealth readiness.

What the plan Includes:

• Prioritized strategic action plan 
• Recommended planning structures and product categories 
• Tax strategy opportunities 
• Business-to-personal cash flow coordination 
• Retirement and investment alignment 
• Liquidity and capital planning 
• Risk management observations 
• Exit readiness and succession considerations 
• Wealth transfer and estate coordination priorities 

A Structured Owner Strategy

The PAID Method Wealth Plan™ is not a generic financial plan.

It is a coordinated owner strategy designed to align:

• enterprise value, 
• personal wealth objectives, 
• and long-term optionality. 

The Wealth Plan establishes the strategic framework used to guide future implementation and advisory coordination.

The PAID Method Wealth Plan is only $950!

Once activated, business owners may choose to:

• Continue into the PAID Method Advisory Program™ for implementation and coordination support

Owner Advisory Group provides strategic planning services. Investment advisory services and insurance are offered through Unity Financial Planning Group, a Registered Investment Advisor. Employer-sponsored retirement, deferred compensation, and group benefit plan advisory and implementation services are provided through Unity Enterprise Solutions.

Unity Financial Planning Group and Unity Enterprise Solutions are affiliated entities operating within the same corporate organization, each serving distinct regulatory and advisory functions creating significant efficiencies. 

Retirement Plan Advisory & Implementation

Unity Enterprise Solutions provides employer-sponsored plan advisory and implementation services, including retirement plans, deferred compensation arrangements, and group benefit strategies. For business owners integrating these strategies within their companies, this platform supports plan design, coordination, and ongoing oversight aligned with The PAID Method™ wealth architect system.

Registered Investment Advisor

Unity Financial Planning Group is a Registered Investment Advisor through which investment advisory services are provided. When appropriate, portfolio management, investment strategy implementation, and advisory services are coordinated to reflect the priorities established through The PAID Method™.

Insurance-based strategies may also be implemented through appropriately licensed channels when risk management planning calls for it.

Clients are not required to utilize affiliated entities in order to engage in The PAID Method™. Many business owners retain existing advisors, and our role is to lead coordinated collaboration with outside investment managers, insurance providers, CPAs, and attorneys.

When implementation is facilitated through affiliated Unity entities, it is designed to ensure alignment, efficiency, and continuity—not to disrupt trusted relationships unnecessarily.

Owner Advisory Group provides strategic planning services. Investment advisory services and insurance solutions are offered through Unity Financial Planning Group, a Registered Investment Advisor. Employer-sponsored retirement, deferred compensation, and group benefit plan advisory and implementation services are provided through Unity Enterprise Solutions.