At BluePrint Financial Planning, personalized, strategic financial planning is our core service. It is more than just investing; it is a comprehensive approach to developing a plan for tax efficient investing, retirement income planning, education planning, estate planning, and charitable giving. We can coordinate with your team of tax, legal, and insurance professionals to address questions such as these. There are so many facets of a financial strategy. But the most important question we ask our clients is: What do you want to accomplish? As a financial planner, I and my team help our clients define and pursue their unique, long-term financial goals by getting to know you as well as we know our business.