You've saved diligently. You've asked “am I on track?” and been told yes. And something in you still doesn't fully believe it — usually at 2 a.m., doing the mental math again.
Here's why: often, nobody is looking at the whole picture. Your investment advisor manages investments. Your CPA closes out last year every April. Your estate documents were signed when your kids were in elementary school. Each specialist may be competent — but how often have any two of them been in the same conversation? The retirement calculator gave you a number, but it never knew about the business, the sale year, or the tax cliff hiding inside it.
That gap between your income and your confidence isn't a character flaw. It's a structural problem — and structural problems have structural fixes.
For context: ongoing advice at 1.25% on a $1M portfolio costs $12,500 per year. The Blueprint is priced once — and you keep every account exactly where it is.
Check out below via AdvicePay ($3,900, card or ACH). You'll immediately receive a secure upload link and a short list of what to gather — about 30 minutes of your time.
Sixty minutes on your goals, your timeline, your advisor map, and the questions that keep resurfacing at 2 a.m.
We meet again and walk through both documents page by page — until “can I retire when I want to” has an actual answer.
Sit through the full delivery meeting. If you don't believe the plan was worth every dollar — say so, and the fee is refunded in full.
An advisor with nothing to sell you but the plan can afford to stand behind the plan.
No. The Blueprint is the product. You keep your custodian, your advisor, your funds — everything. We're fee-based fiduciaries, and the plan fee is the only fee for the Blueprint. If you later want ongoing management, that's a separate decision made after you've seen the work.
It usually helps them. Many households have good specialists who rarely end up in the same conversation. The Blueprint puts every piece on one table; many clients hand it directly to their existing team as the coordination layer that was missing.
You get your secure upload link and the what-to-gather checklist within minutes, plus a scheduler for the discovery session. The three-week clock starts when your documents are in.
Standalone comprehensive plans typically run $1,000–$5,000; ongoing advice at 1.25% on a $1M portfolio runs $12,500 every single year. The Blueprint is priced once, at the top of the plan market, because it is built for complex households — business owners, equity compensation, multi-entity pictures — in institutional software, by a CFA, CFP®, CPWA® fiduciary.
We'll tell you. The Blueprint is built for households above roughly $250K of income or $500K of investable assets — below that, the fee math doesn't favor you, and we'd rather say so than take the payment.
Then you don't pay for it. Sit through the full delivery meeting, and if you don't believe the plan was worth every dollar, say so — the fee is refunded in full.