Our Process

Planning #ReIMAGINED

We pay for all of our other bills monthly, so why not for financial advice too?

We offer ongoing financial planning services for an annual fee1, paid monthly for your convenience, and delivered by your dedicated Blueprint Advisor.

Once we have designed your plan, any products or services we may recommend can be implemented by your advisor or, when necessary, through the help of an outside professional. We’ll work with you every step of the way to make sure you understand our recommendations and what it will cost to implement them. #transparency

No minimums

We believe financial planning should be available to you even if you don’t have money to invest today

A dedicated advisor

Someone who understands your unique situation and can help you make decisions without jargon or judgement

your best interests

We believe in a consistent member experience that focuses on your goals over financial products

Our Process

In the Discovery phase, we learn about you and your objectives through a series of interactive exercises that gather basic financial data to provide you with immediate feedback about your current situation.

Through our innovative technology, we help you Organize a current view of your complete financial picture that will be at the forefront of our planning efforts.

Because life events happen, we believe it makes sense to put protection ahead of other priorities. Together, we’ll work to discover your real economic value and design a strategy to Protect it.

Through our rules-based planning methods that focus on your cash flow, we make it easy to to Save towards your long-term goals, increase your efforts over time and pay off debt .

We’re on a mission to make financial planning affordable and accessible to the #NextGeneration. Let us help you make smart choices with your money.



Non Members Members
Cost None $25 - $75/mo2
Planning Process
Goal Setting -
Protection Analysis -
Cash Flow Design -
Investment Management* -
Debt Paydown -
Plan Implementation -
Ongoing Support -
Dedicated Advisor -
Client Portal -
Quarterly Reviews -
Phone/Email Support -
Network of Professionals -
Invitation-only Events -
1 Fee-based availability, as this service or trading strategy is not available nor suitable for all clients
2 See additional disclosures for income-based planning fee schedule


Contact a Blueprint Advisor today to schedule your initial consultation.


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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
Important Disclosures

2017-49883 Exp 11/19