Who The Blueprint Is For
Americans in their 20s, 30s, 40s, and 50s who have never written down a real plan and want one. Also anyone who’s been told to “max out their 401(k)” with no explanation of what that means or whether they can afford to.
What You Receive
- A 15 to 25 page written plan in plain English covering income, spending, cushion size, debt payoff order, and savings goals for the next 1, 3, and 5 years;
- A pre-built spreadsheet (works in Excel or Google Sheets) with your real numbers already filled in — not a blank template;
- A liquidity ladder showing how much to keep instantly accessible, how much in savings, how much locked away;
- A one-page summary you can print and stick on the fridge;
- 30 days of email follow-up for any questions after handover.
How The Blueprint Comes Together
Intro consultation
Free 30-minute call. We ask about your goals, your worries, and your current setup. By the end you know if we’re the right fit.
Engagement letter
Scope, fee, timeline, deliverables — all in writing. Nothing starts until you’ve signed.
Data gathering
You send us the numbers you’re comfortable sharing. We never ask for passwords or bank logins.
Delivery & walkthrough
We send the plan, book a video call, and walk you through it line by line.
Timing & Price
Usually 1 to 2 weeks from engagement letter signature to handover. Flat fee is agreed in writing before any work starts — most blueprints land between $600 and $1,500 depending on complexity. There are no commissions, bonuses, or kickbacks of any kind.