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
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.