Freedom Blueprint is designed for individuals and families who have built a strong financial foundation but want to ensure they’re making the right moves for long-term success.
A proven process optimizing overall financial well-being while putting the client’s life at the center. We answer what are you working to accomplish in the mid or long-term future. Answering what you will have accomplished when you reached your mission.
We learn about your goals and gather important information
Our team develops your customized retirement strategy
We present your complete Freedom Blueprint
In Freedom Blueprint, you handle
the implementation.
Optional 90-day review to ensure you're on track
Freedom Blueprint combines expert guidance with proven strategies to help you navigate the transition to retirement with confidence. Our specialized planning service creates your personalized roadmap to financial independence.
Benefit from decades of retirement planning experience and advanced analytical tools
Get a complete retirement strategy covering investments, taxes, healthcare, and estate planning
Receive actionable steps and ongoing support to implement your personalized plan
A thorough and detailed evaluation of your current financial situation and future retirement preparedness, including analysis of assets, income sources, and projected expenses
Comprehensive withdrawal strategy and Social Security timing optimization plan designed to maximize your retirement income while ensuring long-term financial sustainability
Detailed portfolio allocation recommendations tailored to your risk tolerance and retirement goals, including specific investment selections and rebalancing strategies
In-depth analysis of tax implications during retirement, including strategies for managing tax brackets, optimizing withdrawals, and minimizing overall tax burden throughout retirement
Comprehensive evaluation of Medicare options and long-term care scenarios, including coverage analysis, cost projections, and strategies for managing healthcare expenses in retirement
Detailed recommendations for legacy planning, including beneficiary designations, trust considerations, and strategies for efficient wealth transfer to future generations
Freedom Blueprint is a comprehensive retirement planning service that provides personalized strategies and actionable steps for those within 5 years of retirement or already retired. It includes detailed analysis of your financial situation, customized recommendations, and a clear implementation plan.
The core planning process typically spans 6-8 weeks, including the initial 90-minute discovery meeting, our analysis phase, and a 90-minute plan presentation. We also offer an optional 90-day follow-up to ensure you're on track.
Freedom Blueprint combines advanced retirement planning technology (including Income Laboratory and eMoney) with personalized guidance. We provide a comprehensive approach covering not just investments, but also tax strategy, healthcare planning, and estate considerations, all delivered in an actionable format.
The $4,900 fee is a one-time project fee that covers all meetings, analysis, and deliverables in your Freedom Blueprint. Some situations may require additional fees based on complexity, which we'll discuss during the initial consultation.
While the Freedom Blueprint is a point-in-time analysis, we offer the optional 90-day follow-up meeting to address any initial changes or questions. For ongoing support beyond the initial plan, we can discuss our other service options.
There's no specific asset minimum for the Freedom Blueprint service. However, this service is most beneficial for those who have accumulated retirement savings and are seeking comprehensive planning for their transition to retirement.
While Freedom Blueprint is specifically designed for those within 5 years of retirement or already retired, we offer other planning services for those earlier in their financial journey. We can discuss these options during your initial consultation.
Prior to the meeting, we'll provide a checklist of documents to gather, including retirement account statements, Social Security estimates, insurance policies, and estate planning documents. This helps us maximize our time together and provide the most accurate analysis.
Yes, Social Security optimization is a key component of the Income Strategy Plan within your Freedom Blueprint. We analyze various claiming scenarios to help you maximize your benefits based on your specific situation.
After receiving your plan, we'll have a dedicated implementation meeting to help you put the recommendations into action. We provide a clear checklist of steps and can help coordinate with other professionals (like CPAs or attorneys) as needed.
