It’s Time to #ReIMAGINE the relationship between
your money and your life

“We’re on a mission to make financial planning affordable and accessible to the  #NextGeneration of Professionals.”

Let us help you organize, protect, and plan your financial future today.

We get it. We all get busy and keeping up with our money is not always at the top of our to-do list. Download our free e-book to learn how you can get your finances on track for good.


We’ll give you the tools you need to get your financial house in order


We’ll learn about your goals and help you create a plan of action


We’ll help you fully protect your balance sheet from life’s uncertainties


We’ll work together on a strategy to help you create great savings habits

financial planning for wherever life takes you

Life events are not calendar events and we believe in planning for the unexpected. We'll help you discover where you are today and - more importantly - where you want to be. Then, together we'll make a plan to help you get there while protecting against the risks that could get in your way.

Out of Town?

Live outside of the Charlotte metro area?  Busy with your growing family? No problem.

We offer virtual meetings to make working with us easy and convenient so it fits in with your schedule.



Check the background of this firm on FINRA BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Blueprint is a DBA of Consolidated Planning Inc. Consolidated Planning Inc. is an agency of the Guardian Life Insurance Company of America (Guardian), New York.

Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA , SIPC. OSJ: 4201 Congress Street Suite 295, Charlotte NC 28209. 800-532-2829.

PAS is an indirect, wholly-owned subsidiary of Guardian. Consolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian
Important Disclosures

2019-71516 Exp 11/2019