Our Approach

An Educated Approach

Blueprint Financial Planning prides itself on the expertise of our advice and our ability to educate clients. We apply disciplined financial planning and investment strategies rooted in sound principles.

Blueprint Financial Planning's founder Jeffrey Meenes, MSF, CFP® holds a Master of Science degree in Finance (MSF) from Boston College. BC's nationally-recognized program focuses exclusively on the theory and practice of finance. With his education and extensive experience as a financial advisor, Mr. Meenes is conversant with investment principles relevant in every world market.

How We Add Value

With market volatility greater than at any time since the Great Depression, the recent financial crisis created confusion and fear, leading many people to abandon their investment plans. Our mission at Blueprint Financial Planning is to help clients make informed choices with their investments – regardless of the market's ups and downs.

Our goal is to help you identify and focus on goals, and to work towards them in the smartest possible way, in good times and bad. Financial planning is a long-term process, and you can be assured that Blueprint Financial Planning will provide the expertise you need to make sound decisions every step of the way.

  • Our advice is tailored to reflect your goals and values
  • We sit on the same side of the table as you - it's our fiduciary duty
  • You receive cost-efficient investment selection
  • You have access to a wide array of the world's investment products
  • You benefit from custom-designed investment management and financial planning strategies

We see financial planning as a helping profession. Our aim is to positively impact your well-being, and to provide you with peace of mind by organizing, simplifying, and managing the complexities of your financial life.

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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