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
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.