The Capstone Method®

Our Services

When you partner with Blueprint Wealth Advisors, we’ll create a detailed blueprint that meets your objectives, follows sound principles, and helps you plan for a solid financial future. The Capstone Method® consists of the following six pillars:


Estate Planning & Charitable Giving

We’ll create a master plan for the management and eventual distribution of your assets.


 

Retirement & Income Planning

Draw on our extensive experience to help build a clear, actionable roadmap to plan for the retirement you envision.


 

Investment Management

Whatever your objectives, we’ll design an investment strategy tailored to your unique situation.

Business Planning

As business owners ourselves, we understand what you are going through because we have faced and overcome many of the same financial challenges.

Risk Management & Insurance

We'll provide sound advice to help safeguard your assets and financial future against the unexpected.

Tax Planning

Our tax planning guidance helps optimize your financial strategies and minimize tax burdens, leading to enhanced savings and long-term growth potential.

The Capstone Method®

At Blueprint Wealth Advisors, we’ve developed and refined a process that puts all the financial puzzle pieces in place. We call it The Capstone Method®. This panoramic process ensures all aspects of your financial life are well coordinated, empowering you to focus on what’s most important to you: family, traveling, growing your business, serving society, and more.

Step 1: Introduction

This is our initial discussion where we get acquainted and discuss what you expect from the financial planning process.


This first meeting is a no-cost, no-obligation opportunity for you to meet us, learn more about how we can help you, and determine if our firm is the right fit for you.

Step 2: Discovery Session

We will identify, clarify, and prioritize your financial and personal goals. At this time, we will get detailed information about your financial situation and gather all the necessary documents/statements.


We will mutually define your personal and financial goals, understand your timeframe for results, and discuss how you feel about volatility and risk.

Step 3: Solutions

We will show you several different alternatives to pursuing both your life and financial goals. Using our experience and skills, we will help you select the best options available, based on your current and future needs.

Step 4: Implementation

At this moment, your plan will become reality.


We help you implement strategies that allow you to stay true to your core values and enjoy improved financial confidence.

Step 5: 45-Day Review

The purpose of this meeting is to check on your plan implementation progress. We monitor short-term plan progress by discussing successes and difficulties and then adjust, as necessary.


At this meeting we schedule your detailed Wealth Management roadmap, which is designed to provide you with a process that efficiently manages the activities necessary to improve your wealth and keep you on track to your goals.

Step 6: Ongoing Monitoring

The consistent monitoring of your progress is paramount to the future success of reaching your goals. The purpose of wealth management is to manage the planning process so you always know where you are today, where you are going in the future, and that there is a customized plan in place to give you a high probability of achieving your goals.

Let Us Design Your Financial Blueprint

We will add structure, discipline, and accountability to your financial life. It all starts with a conversation.

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