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Personal Resilience Report PRR
Align Your Financial and Non-Financial Assets
The PRR Goes Beyond a Traditional Financial Plan
​Bridging wealth management with real-life priorities
Designed for those who want more than numbers in a binder, it delivers clear, actionable steps for success in a an uncertain world.
What is the
PRR?
Who is it
FOR?
Those seeking clarity amidst chaos​
Those concerned about growing risks but unsure how to respond
Those ready to align their finances and lifestyle for a more secure, fulfilling future
The Resilience Compass is how the PRR comes to life
How it Works
One on One Strategy Session
Guided by the Resilience Compass
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Built around your real-world priorities
How the PRR Outpaces a Traditional Plan
Powered by practical tools like the Multi-Asset Calculator (MAC) and the Risk Compass — a multi-factor risk report
Build it
Live IT
Protect it
Derivatives Veteran. Risk Translator. Idea Machine
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Paul has spent three decades doing what most investors avoid — studying, teaching, and managing risk.
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With over 25 years in institutional derivatives, he built and led trading and sales teams at firms including Deutsche Bank, Citigroup, and Susquehanna. His client base included global investors managing billions, navigating leverage, volatility, and shifting regimes in real time.
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After Wall Street, Paul transitioned from capital markets to Main Street, building and exiting a niche art restoration business in Denver with his wife. That five-year run gave him firsthand insight into scaling a business, managing entrepreneurial risk, and executing in the real world.
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That blend of market rigor and real-world execution defines how he approaches risk today.