Where People Strategy Becomes Business Strategy
Blueprint makes financial planning a benefit that supports employee wellness and helps organizations become a place people want to join and stay.
Blueprint is a workplace financial planning program that provides your employees with access to a dedicated financial advisor for personalized, one-on-one guidance. Designed to Integrate Seamlessly Into Your Organization.
Our Solution
Personalized financial guidance embedded into your workplace as a scalable, easy-to-implement benefit.
Your Outcome
A more focused, loyal, and financially confident workforce that drives stronger business outcomes.
Are your benefits a cost?
or a catalyst for growth.
BLUEPRINT can be structured as a tax-deductible business expense, creating an efficient way to deploy capital while generating tangible returns.
An invest in your people,
is a smart investment for your business.
Improved Retention
Employees are more likely to stay where they feel supported, especially when that support extends beyond compensation.
Lower Turnover Costs
Supporting employees financially reduces attrition and the cost of replacing talent.
More Engaged Workforce
Less financial distraction leads to better focus, decision-making, and execution.
Smarter Benefits Utilization
Guidance ensures employees fully utilize retirement, healthcare, and insurance offerings.
Stronger Employer Brand
Offering financial planning differentiates your company as modern, thoughtful, and invested in its people.
Confident Decision-Making
Employees make clearer, more informed financial choices, reducing uncertainty and distraction.
Replacing an employee costs far more than supporting one.
66%
3x
$1T
of employees say financial stress is negatively affecting their work and personal life.
workers facing financial difficulty are 3 times more likely to search for a new job.
Turnover costs U.S. businesses nearly $1 trillion each year.
The Employee Journey
Ongoing Financial Planning Model
Accumulators — Clients entering the workforce up to 5-7 years prior to retirement.
Pre-Retirees — Clients usually within 5-7 years of retirement.
Q1. Financial Planning Topics
Accumulators: Identify savings opportunities and vehicles
Pre-Retirees: Expand the margin of safety and identify catch-up opportunities
Retirees: Identify income needs and resources
General Concepts: Tax strategies for the year, Cash flow,
Net Worth, Core topics and goals reviewQ4. Year End Tax Planning
Accumulators: Time, tax, and diversificationPre-Retirees: Marry current tax needs with future tax planningRetirees: Required Minimum Distribution planning, gifting, and tax distribution planning
General Concepts: Year end tax planning, Tax loss harvesting, Future taxes, Summary of annual accomplishments, Begin planning for the following year
Q2. Investment Planning
Accumulators: Growth
Pre-Retirees: Position assets for future needs
Retirees: Distribution strategy
General Concepts: Risk tolerance, Investment Strategy and holdings, Account review and maintenanceQ3. Protection Planning
Accumulators: Review employee benefits and ensure protection needs are metPre-Retirees: Utilize current cash flow to ensure retirement benefits are adequateRetirees: Review short- and long-term needs (Health, Chronic Care Planning, Legacy)
General Concepts: Full protection review, Estate planning, Beneficiary designation
