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Financial Life Planning Independence Sustainable and Responsible Investing Education & Guidance

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. 

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Guided Solutions following a proven path – designed specifically for your success.

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Furthering Education and continual improvement is a focused commitment for both us and our clients. 

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Helpful Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The SECURE Act Starts the Clock on Inherited IRAs

Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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