Our Planning Process
Using a highly-collaborative process, the team at Blueprint Financial provides custom-tailored financial solutions that take into account your goals, needs, and tolerance to risk. Though the plans and approach are different for everyone client, the process we follow to develop them is always the same.
Step 1: Learn About You & Your Goals
Before we do anything for you, we’ll take the time to get to know you and learn about your goals, fears, and what matters most.
Step 2: Analyze Current Situation
We’ll evaluate your current situation and benchmark where you are so that we can help you figure out the best path forward.
Step 3: Evaluate Options
Once we know where you are and where you’re trying to go, we can help you evaluate all the possible paths to get there.
Step 4: Coordinate Team
We’ll ensure that every person involved in your finances is on the same page, working together in harmony toward common goals.
Step 5: Implement Plan
After we’ve evaluated all of your options and you’ve decided how you’d like to move forward, we’ll implement your plan and keep you in the loop.
Step 6: Monitor Results
We’ll continuously monitor everything, making recommendations and adjustments as your life changes and needs evolve.