Fee-Only Financial Planning and Investment Advisory Services

Welcome to Blueprint Financial Planning. There are fundamental things that we all want: good health, quality of life and well-being. Blueprint Financial Planning's priority is helping you make smart choices about your money so you can confidently achieve these goals. Every piece of advice we provide reflects this commitment.

Blueprint Financial Planning is an independent, Fee-Only financial planning and investment advisory firm. Our name reflects our mission: Blueprint Financial Planning partners with you to design and implement a detailed plan of action for the future you desire. We pride ourselves on thoughtful, and personalized, client service.

As your advocates, we're bound by The Fiduciary Standard, which mandates that our advice is objective, our work is ethical and transparent, and that we put your best interest first. We minimize any conflict of interest, and are bound to disclose any such conflicts should they exist. We work for our clients exclusively – Blueprint Financial Planning does not earn commissions or referral fees for selling products. Simply put, we're here to help you make informed choices that will serve you well as you build the future you want.

You've just taken an important step in the financial planning process – seeking advice. It's a first step on the road to financial independence and a more meaningful life.

Please take time to review our website. You'll find detailed information about Blueprint Financial Planning and the services we provide. You'll also find answers to frequently-asked questions about how financial planning can improve your life.

If you're ready to create a blueprint for your financial future, we're here to help. Please call 508-762-1678, or e-mail us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it , to schedule a complimentary introductory meeting. We can help you make wise decisions today that will impact your well-being tomorrow.

Financial Peace of Mind - This Is Our Promise To You

College Planning Advice    

Solutions to college funding challenges.

Learn More

Social Security Planning Advice

Guidance on collecting Social Security benefits.

Learn More

Advice for Retirees      

Maximize the likelihood that your assets last long.

Learn More

Advice for Wealth Creation

Achieve financial security and independence.

Learn More