Get your financial house in order.

Our thoughts on helping you ReIMAGINE your relationship with money

Don’t Move the Goalpost

Don’t Move the Goalpost

When you set a financial goal for yourself, do you celebrate success when you achieve it? Or do you sometimes find that you have a hard time spending the money you’ve saved and instead move the goalpost to a new, higher goal?

Your Money: It Starts (and Ends) with Why

Your Money: It Starts (and Ends) with Why

Why do I spend money? Do you ever ask yourself this question? When presented with choices in your life, what are the primary motivating factors behind the decisions that you make?

How to Handle Your Finances Together As a Couple

How to Handle Your Finances Together As a Couple

Once you are on the same page, it’s important to open up the books and make all of your future financial decisions together. Once you’re married there is no more yours and mine…

Hello world! We’re Blueprint

Hello world! We’re Blueprint

At Blueprint, we help Gen X and Gen Y clients organize, protect, and plan their financial lives. If that sounds like you, read on…

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.

Get in Touch

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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. Trademarks are the property of their respective owners and are used with permission.

BLUEPRINT  is a service mark 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: 6115 Park South Drive Ste 200, Charlotte, NC 28210.

PAS is a 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 2020 Guardian
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