About
Paige Peterson
Hello, I’m Paige, founder and principal of P2iPlan. In 2011 we began offering financial services after a humbling experience caring for aging family unprepared for failing health and inadequate resources. Those stark realities changed me and led me to change my career.
I was born on Nov 22 the very day and in the adjacent hospital—where President Kennedy died. I was supposed to be named Jacqueline. But Mom and Dad thought better of it after the ordeal of that day.
That tragic day impressed on me ideas that have certainly influenced my life—the unpredictable slings and arrows of fate, the rewards and price of public service, how quickly plans can take a turn.
One of the most thrilling things in my life was winning an NCAA Division I championship from the loser’s bracket.
Losing and then winning spectacularly. What made the difference?
A coach and a team that understood the game and the power of discipline in executing the basics, tenacity, and perseverance. And, I’ve seen this work over and over again in people’s financial lives.
I completed undergraduate and graduate degrees in kinesiology and adult education but it was in first-responder emergency medical education services I found my true first calling. While pursuing post-graduate training in medicine and public health, I helped bring new technologies in stem cell and personalized medicine from Europe and Asia to the United States.
Then those well-laid plans crumbled and fate stepped in—caretaking ailing and aging family.
It is this second calling in life that has proven the most rewarding—combining my first-responder and personalized medical experiences with helping people avoid financial pitfalls and problems so they can live longer, more secure and fulfilling lives.
How do I do that?
–continuously learning from and aligning with leading experts in the financial services industry like Carl Richards for behavioral and communications expertise, Michael Kitces for market and technical trends, Ed Slott for IRA/pension/tax planning, Bill Bachrach for value-based financial planning, Roger G. Ibbotson, Wade Pfau, David McKnight, and William Sharpe for general economic trends.
–joining Carl Richards’ THE FELLOWSHIP of REAL ADVISORS to hone authenticity and expertise in communication and relationship-building.
–affiliating with the industry-leading educational organization ALLIANCE FOR LIFETIME INCOME / PROTECTEDINCOME.ORG.
–aligning with the leading Kai-Zen entity in the US to provide creative solutions for tax free cash flows for individuals and businesses as well as unique key-man recruiting and retention incentives.
–certifying as a Federal Retirement Consultant℠ (FRC℠).
–certifying as a Long-Term Care Specialist (CLTC) and AHIP for Medicare.
–continuing education from the CFP® program at New York University.
–teaching as an adjunct instructor in retirement topics and financial planning issues at numerous universities and community colleges.
–volunteering and serving as an educator, speaker, and Leadership Council member for the Alzheimer’s Association and on state Veterans Pilot Program Task Force.
–creating the CIRCLE OF CARE outreach program for underserved and at-risk urban and rural groups and co-creating THE UNPROGRAM for senior care facility groups.
B.W. Worley
She studied mathematics and computer science at Brown University under the auspices of The American Mathematical Society, received a B.B.A. from the University of Houston, and has graduate training in theology and ethics from St. Mary’s Theological Seminary of Houston and the Houston Graduate School of Theology, and behavioral and Jungian psychology through The C.G. Jung Educational Center of Houston.
B.W. has worked with Paige in entrepreneurial projects for over 30 years.
Paige has been absolutely wonderful explaining, in terms that I understand, the options that are available to me. I believe she gave me all the "tools" I needed to make solid investment choices. I trust her explicitly to provide me with sound advice so I can make good investment decisions.
We met Paige when we needed help with retirement planning and we quickly benefitted from her extensive expertise. She helped us create a safer personal pension. We’re confident now that our retirement plans are on track.
I am pleased to offer my recommendation for Paige as a trusted and respected professional. I have enjoyed her thoroughness and competence, her common sense, and especially her ability to handle challenges with warmth and wit. She is admirably singular in her quest to stay at the forefront of her industry and profession.
