Our Fees

Blueprint Financial Planning is a Fee-Only Financial Planning firm. Unlike most of our competitors, we do not profit from the sale of financial products to our customers, nor do we receive commissions or referral fees for our work. You pay us for our services directly, on a Fee-Only basis, and can be assured our advice is objective and in your best interest. This straightforward approach is our industry's best-practices standard and the clear choice in most effectively serving our clients' needs.

Blueprint Financial Planning offers three advisory options: Retainer-Based, Project-Based, and Hourly Advisory Services. The one that's right for you will depend on the level of service you need.

Retainer-based Advisory Services - Our primary service is a retainer-based advisory agreement. This service combines development and implementation of your plan based on your goals, time horizon, and risk tolerance. Taking a continuous and comprehensive approach to financial planning, it includes ongoing access to Blueprint Financial Planning personnel, updates to your financial plan, and ensures monitoring and rebalancing of your portfolio, as needed, throughout the year. Where appropriate, and with your approval, we coordinate with your accountant, estate attorney and other trusted advisors.

Project-based Advisory Services - We offer services on a per-project basis for instances when a retainer-based advisory agreement is not appropriate or desired. Project-based services are narrower in scope than the retainer-based agreement, and include written or verbal recommendations. These services may include a customized financial analysis targeting a few areas of concern, or provide a second opinion regarding your current investment portfolio. We may provide an action plan, with implementation incumbent upon the client.

Hourly Advisory Services - In some situations we offer hourly services to clients. An example of this service would be a Financial Working-Session. Hourly service is appropriate for clients seeking advice on one or two issues. Ultimate implementation of any advice will be incumbent on the client.

College Planning Advice    

Solutions to college funding challenges.

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Social Security Planning Advice

Guidance on collecting Social Security benefits.

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Advice for Retirees      

Maximize the likelihood that your assets last long.

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Advice for Wealth Creation

Achieve financial security and independence.

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