Our thoughts on helping you ReIMAGINE your relationship with money
Why do I spend money? Do you ever ask yourself this question? When presented with choices in your financial life, what are the primary motivating factors behind the decisions that you make?
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…
If you find yourself asking ‘How can Brad and Heather afford that new truck when they just went to Cabo last month?’ The answer may actually be simple: “They can’t.”
Saving money is not as simple as avoiding spending on small expenses. We have to be intentional about getting our priorities in order and committed to paying ourselves first.
As you work through the planning process, you will begin to feel like you are taking control and moving forward. Even if it feels a little wobbly at first.
Tired of wasting time on complicated budgeting solutions that don’t work? Try this on for size.
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.
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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 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 2005-2017 Guardian
2017-49883 Exp 11/19