Your Financial Fortress Blueprint™

A 3-step process to share your financial goals with Nic and Jeff and make an informed decision about our services.

What Is The Financial Fortress Blueprint™?

A 3-step process where Nic and Jeff take a holistic look at your current financial situation and distill their analysis into a 1-page blueprint.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

We’ll Be Able To Help You The Most If… 

You're busy with a demanding career and home life.

Our clients are busy. So we come in and take the work off their plates.

Your household income is $200k+ per year.

Our clients are working professionals who want to make sure they’re stretching their dollars as far as possible.

You want someone else to worry about your tax planning and investments.

Most of our clients are looking for someone who will care about their finances as much as they do. So we worry about their money for them.

How We Prepare Your 1-Page Financial Fortress Blueprint™

The Casual Intro Call

This is a laid-back 30-minute intro call where we get to know each other. You don’t need to have anything prepared for this call. Just bring yourself and a good attitude.

The Honest Analysis

If you decide to move forward with your 1-Page Financial Fortress Blueprint™, we will take a holistic look at your current financial situation. Then, we’ll distill our analysis into your customized 1-Page Financial Fortress Blueprint™

The Plain Language Review

After completing your Blueprint, we’ll hold a 1-hour call where we review your current financial situation — using plain language, so you can understand exactly what’s going on in your financial castle.

“What Happens After I Get My 1-Page Financial Fortress Blueprint™?”

After we walk through your blueprint, we’ll give you some time to decide if you want to work with us.

We only want to work with people who are excited to work with us — so we’ll never pressure you into anything you’re not 100% on-board with.

If you decide it’s a good fit, let us know. And we can begin the process of bringing you on as a client.

But if you decide it’s not a good fit, that’s okay too!

Get Started With Your 1-Page Financial Fortress Blueprint™
graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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