We use the Beta-Blueprint Planning software to provide you with a one-page printed document that allows you to see your financial data in a picture format.
Your Blueprint will display your goals, concerns, incomes, assets, expenses, debt, and insurance policies on one large printout.
People tell us they like being able to see their financial life in the picture format because of how it brings everything together.
We offer a no-obligation* Beta-Blueprint to anyone who schedules an appointment in our office. This report can help visualize key financial decisions before you put them into action.