Our services

Planning #ReIMAGINED

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

We offer financial planning services for an annual fee, paid monthly for your convenience, and delivered by your dedicated 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 client experience that focuses on your goals over financial products

The BLueprint process


First, we learn about you and the things that are important to you. We’ll guide you through a series of interactive exercises that provide valuable education and gather basic financial data from you to provide you with immediate feedback about where you are today.

get organized

Next, through our innovative client website, 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.


Our rules-based planning methods focus on  improvements to your cash flow that make it easy to save towards your long-term goals, increase your efforts over time and reduce your debt .


We’ll present you with a written action plan and checklist that highlights the next steps to take to implement your strategy.  

implement & monitor

We’ll help you check each item off the list and will monitor your progress periodically to help make sure you’re staying on track as life happens. We’re only a phone call or email away if you have questions.

The Starting Line

Early to mid-career professionals

Get organized, ensure your most valuable resources are protected, and that you’re on the path to creating great savings habits while paying down debt.

The Parent Process

Couples with growing families

Design a strategy that focuses on balancing the competing goals and priorities of a fast-paced life with a focus on your family’s financial future.

The Business Builder

Forward-thinking entrepreneurs

Maximize the value of your business through organization, strategic goal planning, and employee benefits that attract, reward, and retain top talent. 

Planning Process
Goal Setting
Protection Analysis
Cash Flow Design
Investment Management
Debt Paydown
Plan Implementation
Ongoing Support
Dedicated Advisor
Client Website
Quarterly Reviews
Phone/Email Support

Q: What kind of clients do We work with?

A: Our clients are hard-working professionals who are busy building careers, taking care of their families, and running businesses. They know that it’s important to protect & plan for their futures and are looking for help from a qualified professional. If that sounds like you  – let’s talk!

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

Let us help you make smart choices with your money.

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.


Contact an Advisor today to schedule your initial consultation.


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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
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