Investing for Return on Intention (ROI) with Eric Dunavant, CFP®

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Adam Torres and Eric Dunavant explore the Return on Intention concept.

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Show Notes:

Investing for Return on Intention (ROI) brings a fresh perspective to financial planning. In this episode,  Adam Torres and Eric Dunavant, CFP®, CEO at Paradiem, explore investing for ROI and how it’s helping individuals succeed.

About Eric Dunavant

Growing up, Eric’s own family faced an unexpected tragedy that transpired in the loss of the family business and wealth. This loss fueled Eric’s passion for empowering families and businesses live a better story by being more intentional. It was during this time that Eric discovered that money doesn’t cause problems; it simply magnifies and exposes the smallest issues we ignore today.

Since 2007, Mr. Dunavant’s leadership of Paradiem has guided multiple families and businesses to create Intentional Transformation by discovering the Greatness, Growth, Governance and Generosity in their story that can impact today, tomorrow and eternity. Paradiem’s experience is that most families do not realize that the pursuit of ROI (Return on Investment) is not in alignment with their true ROI (Return on Intention) and often creates unintended consequences. Most good tax and estate plans fuel poor family outcomes.

Over the last 10+ years of empowering families and businesses to live a better story and align their ROI (Return on Intention), Paradiem equipped families to eliminate or avoid over 800 million in taxes, and increase charitable giving by 1.5 billion without impacting their lifestyle or the inheritance they desire for their family.

Eric is a proud graduate of Texas A&M University, where he graduated with a degree in business. Mr. Dunavant resides in Covington, Louisiana, with his wife Angel and their three children, Clayton, Austen, and Gracyn. It is Eric and Angel’s desire that they spread transformation through a life lived in intentional generosity.

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