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
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.