Learn About Our Unique "Four Walls" Approach.
Our Four Walls Planning Process
Every BluePrint client deserves access to personalized financial planning.
The BluePrint Four Walls Planning Process is an easy-to-understand yet thorough analysis of your unique financial situation, which culminates in the creation of your own financial plan, or BluePrint. Each BluePrint rests on a strong foundation of analysis and presents our recommendations in four distinct walls:
Our team will work with you to help you understand how the various components of your plan fit together. As part of that educational process, we’ll explore elements of behavioral finance, an emerging field of study that attempts to explain why people make decisions that are sometimes financially harmful. When you’re armed with this knowledge, it may be easier for you to avoid making similarly damaging mistakes.
You can access our Four Walls Planning Process by retaining BluePrint Wealth Alliance to provide a comprehensive, one-time plan, or ongoing advice and wealth management services.
Tax & Income Planning
Let’s get real. It’s not how much you have, but how much you get to keep that matters. What good is making 7%, 8%, or even 9% returns if you end up giving most of it away in taxes?
The second Wall focuses on evaluating strategies that may reduce your tax burden, both now and in the future. Our team includes CPAs and other professionals who can:
Our team can work hand-in-hand with your existing tax professionals to ensure your needs are being addressed on the same page. Don’t have a tax professional? We have internal resources to help you, or our team can offer you some recommendations from our professional network.
Investment Selection & Management
Want unlimited growth potential, a guaranteed return of your principal, and access to your money whenever you want it?
Of course, you do! Who doesn’t?
Unfortunately, finding an investment that gives you all three is difficult, if not impossible.
Risk Management & Asset Protection
“Hope for the best, but plan for the worst.” Whether an unexpected illness or accident, an untimely death, a hurricane or flood, a wealth-zapping lawsuit, or something else altogether, there are plenty of risks that can turn even the best of financial situations on its head.
Estate & Legacy Planning
Just about everyone needs some level of estate planning. It isn’t just for the ultra-wealthy… and it’s not just about money.
Oftentimes, this element of your BluePrint will require the support of an attorney. Our team is happy to work with your existing estate planning team, if you have one, or to recommend one from our network of professional contacts.
Tying it all together
Finally, our team will help you understand how the various components of your plan work together. We will also explore critical elements of behavioral finance, an emerging field of study which helps to understand why people make certain financial decisions, often to their own detriment. Armed with this knowledge, it is easier to help avoid making similar damaging mistakes.