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
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.