Individual Financial Planning

Our approach to financial planning is defined by a process that provides you with the guidance you need to make an informed decision. By taking a holistic, comprehensive approach, we work with you and your existing advisors to ensure your financial plan is coordinated and fully integrated. During your onboarding, we use a two-stage approach to build your financial plan. Once your plan is designed, we hold up to three annual meetings depending on your needs:

STAGE 1: Clarify & Envision

Introduction Meetings

Explore values, goals, coordination gaps and determine ideal client fit

Clarification & Projection Meeting

Verify monthly cash-flow, risk tolerance, and insurance needs
Build an interactive financial plan projection, test for contingencies
Collection of necessary documents

STAGE 2: Empower & Action

Plan of Action Presentation

Summarize plan, prioritize objectives

Implementation Meeting

Ensure that assets are invested in alignment with desired outcome and risk
tolerance
Implement insurance strategies
Confirm communication plan

Personal Intro’s

Brainstorming people we should meet

ONGOING: Annual Meeting

Financial Plan Review
Risk Management Review
Wealth Management Review

Once YourBlueprint is executed, we provide continuous meetings year-round to re-assess and help ensure your goals are being met.

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Individual Financial Planning