OUR PROCESS

Minimum Account Size

In order to deliver the highest quality service, we limit our practice to clients with investable assets above $1 million. Exceptions to our minimum are made on a case by case basis.

Client Engagement Process

To get started with BluePrint Investing, please contact us to schedule a discovery meeting. During this initial meeting, we will ask you a series of questions to better understand your values, goals and financial situation.  Next, if we determine that we can add substantial value, we will develop an investment plan to help meet your goals.  This consultative process is free of charge.