Who We Serve

We work with clients of a diversified background.  From individuals to families to businesses and non-profit organizations, our seasoned professionals embrace the challenges of each unique situation.

Our most common clients tend to be accomplished professionals, educators, and business owners. We share a special affinity with social entrepreneurs, cultural creatives, and people committed to making a difference in both their personal lives and the larger community.

Clients who enjoy working with us desire the ability to have a professional guide help design their future and keep them on track for achieving long term financial goals.  They prefer to delegate the financial planning accountability process and their portfolio management to us to better spend time on their own passions and vocations.  Bluprint Financial doesn’t believe in a one size fits all approach for any of our clients.  We are committed to coaching our clients to finding their unique way for achieving life balance and financial sustainability.