The Wealth Blueprint Process
Approval Phase
2-3 Weeks
Pre-Design Meeting
Identify Priorities
Explore Goals
How We Help
Schematic Design Meeting
Conceptual Solutions
Assess Compatibility
Proposal Review
Notice to Proceed
Design Phase
~2 Months
Organize Information
Income & Expenses
Account Statements
Liability Statements
Employee Benefits
Tax Returns
Insurance Statements
Estate Documents
Business Documents
Design Development Meeting
Financial Assessment
Risk Assessment
Goal Planning
Cash Flow Analysis
Construction Drawing Meeting
Investment Strategy
Tax Strategy
Diversification
Permitting Meeting
Financial System
Build Phase
Every 12 Months
Winter Progress Meeting
Update Blueprint
Cash Flow
12-month Projections
Summer Progress Meeting
Update Blueprint
Investment Review
Tax Review
Fall Progress Meeting
Update Blueprint
Retirement Review
Insurance or Estate Review
Ongoing
Investment Management
Tax Planning
Quarterly Updates
Accountability
Unlimited Access
Wealth Blueprint Pricing
Building Financial Stability
Who This is For:
Ideal for DIY architects and engineers looking to establish a solid financial foundation
Household income and assets typically under $150,000 (excluding primary residence)
*Does not include build phase
Investment:
$2000-5000 (depending on complexity)
50% upfront, 50% at completion
Growing Financial Prosperity
Who This is For:
Designed for architects and engineers seeking to expand their wealth and optimize their investments
Household income typically over $200,000 and assets over $250,000 (excluding primary residence)
Investment:
$1000 initial on-boarding fee
1% annual asset management fee (discount over $1M)
Mastering Business and Personal Wealth
Who This is For:
Perfect for architect and engineer business owners who want to integrate their business and personal finances for maximum growth
Household income typically over $200,000
Investment:
$1500 initial on-boarding fee
$500-1000/month (depending on complexity)
Business Blueprint Pricing
Drive Profitability:
The Business Plan
Who This is For:
Firm owners who want to define a clear direction for their business. If you're struggling to articulate your firm's purpose, align your services with profitability, or create a focused plan to attract and serve ideal clients.
Investment:
$2,000-4,000
Build Sustainably:
Optimized Systems & Processes
Who This is For:
Firm owners who need to streamline their operations and establish efficient systems. If you’re dealing with cash flow inconsistencies, lack of tracking systems, or inefficiencies in billing and project execution.
Investment:
$2,500-10,000
Create Impact:
Ongoing Strategic Guidance
Who This is For:
For firm owners who want ongoing guidance and support to make better decisions and continuously improve their business. If you’re looking for regular insights, accountability, and help navigating challenges while focusing on long term impact.
Investment:
$750-2,500/month