MORE THAN JUST INVESTING
Our Process
Listen
At your initial exploration meeting, our purpose is to get a clear understanding of you. We will talk about your values, relationships, goals, and career. How are you spending your time now, and how do you want to spend your time in ten years? What are your family's needs, and what are your obligation?
After we have discovered more about you and your family, we will request documents to help us evaluate your current financial situation and look at formulating a long term financial plan.
Plan
At your second meeting, we will share our recommendations based on your needs, wants, and current situation. Our Goal Planning and Monitoring process gives you a picture of where you are with a probability of success for reaching your goals in the future. We can look at what happens if you make your retirement plan contributions post tax or work two years less. Maybe you would like to explore a vacation home or turning your hobby into a part time job. You might need to factor in taking care of aging parents.
This step in our process is where we simplify the complex and help clarify your situation. It will be customized to help you reach major milestones – the ones you know are coming, and perhaps a few you have not considered yet. We are recommending more than just investment options; your wealth management plan is tailored to you.
Execute
Preliminary implementation of your wealth management plan is our final onboarding step. This involves opening your Raymond James accounts and transferring in assets, if appropriate. It includes setting up income or contributions. It may be establishing a retirement plan for your business.
This is just the start of your relationship with BluePrint Financial. Your comprehensive plan will continually evolve with changes in your family, career, and stage of life. Your health can also have an impact. And it is not just you that changes over time; we will adjust with the markets, economy, and tax legislation.