knowledge is power.


Launch Party

We recently moved into our new office at 800 West Hill st. Ste 100 in Charlotte, NC. and were joined by over one-hundred of our friends and colleagues to celebrate our official launch. If you missed it, check out our latest video for a quick overview.  A big thanks to everyone who came out to support us in sharing our mission. #ORANGEYOUGLADYOUCAME

Our Workshops

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Next Generation Planning

Wednesday June 6th @ 6pm


 800 W. Hill Street #100, Charlotte, NC 28208

Join us for networking and a  discussion of how working with a Financial Advisor as a young professional can help you get on track with a financial plan to achieve your goals, even if you don’t have money to invest today.

About the Presenter


“I’m on a mission to bring financial planning to the next generation through our online content and in-person workshops. I have spent over a decade helping people make smart choices with their money. As a CERTIFIED FINANCIAL PLANNER™ Professional, I provide Financial Planning and Investment Advisory services to next-generation professionals, creatives, entrepreneurs and their families in Charlotte and beyond.”

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.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Blueprint 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. Blueprint 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 2005-2017 Guardian
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