Our goal is to be an ally to each and every woman we encounter. We are compelled to help women feel capable and confident in their financial decisions. As nurturers and caregivers, most women see their purpose in life as something much more significant than accumulating wealth.
We desire to engage with women at a heart and emotional level. We have a team of women dedicated solely to working with women, because as women we “speak the same language.” We’ll listen, guide and care for you, helping you merge financial goals with your personal calling. Our desire is to unite your finances and your life purpose.
THE ESSENTIALS FOR PEACE OF MIND
Our comprehensive financial plan and process ensures that you are financially fit and prepared for any event, offering you a new level of security and peace of mind. We will see that all aspects of your financial planning are addressed. We’ll remove the worry. We will make sure you have the answers to these vital questions, along with many others.
- Do I have a will and is it current?
- Do I know the pertinent information for all my investments?
- Are my beneficiaries set up correctly?
- Are the passwords to all of my accounts accessible?
- How are my assets titled?
- Where is the key to my safety deposit box?
- Do I have someone responsible for settling my estate, if both my spouse and I suffer an untimely death?
WOMEN, TAKE THE NEXT STEP
You were made to pursue something big in life. Something far more satisfying than your income, however substantial it may be. Blueprint Wealth Management will help you get there. With our specialists by your side, you’ll discover a new level of financial security, peace of mind, significance and purpose in life.