Our passion is driven by values and value, just like you!
Welcome. We’re Bluprint Financial. We help our clients build dynamic plans for their financial success. Engaging clients to understand how their values interact with their personal economics, clarifying what personal fulfillment means to them. We provide education on retirement planning, ongoing family protection, college savings and leaving a legacy you are proud of.
When awareness expands, events that seem random actually aren’t. A larger purpose is trying to unfold through you. When you become aware of that purpose – which is unique for each person – you become like an architect who has been handed the blueprint. -Deepak Chopra
Our professionals ask the right questions to understand your world view and how you define success. What does “enough” look like to you? Is your blueprint ready for the future? Discover your unique lens to financial contentment today.
Furthering Education and continual improvement is a focused commitment for both us and our clients.
EducationHelpful Content
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Building Your Legacy
A four-step framework for building a personal legacy.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.