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BLUEPRINT
Your company has partnered with BLUEPRINT to give you access to personalized financial guidance. Meet your advisor, learn what to expect, and book your session. Whether you're planning for today or building for the future, Blueprint is designed to give you clear, practical support tailored to your goals.
MEET YOUR ADVISOR
You'll be working with a dedicated advisor who is here to help you navigate your financial questions with clarity and confidence. From budgeting and debt management to investing, retirement planning, and major life decisions, your advisor is a trusted resource throughout the BLUEPRINT experience.
Cody Lynch works with individuals and families to simplify financial decision-making and create practical strategies for long-term success. Through BLUEPRINT, he helps participants make informed choices around saving, investing, retirement, and overall financial wellness
WHAT TO EXPECT
We help build financial confidence through insightful advice, thoughtful education, and cutting-edge technology. We believe that Financial Planning is an ongoing educational and personal experience in which we guide individuals to their maximum financial potential.
Through BLUEPRINT, we will help you develop a comprehensive strategy that integrates your Wealth Accumulation, Risk Management, and Tax & Estate Planning objectives. Benefit from ongoing, actionable advice tailored to meet you and your situation, as they evolve.
AREAS OF FOCUS
OUR FINANCIAL PLANNING PROCESS
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1. LISTEN
First, Cody conducts a thorough assessment of your current situation. He takes you through a set of deep quantitative and qualitative questions to get a clear understanding of your financial goals, concerns, and dreams.
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2. GATHER
Cody then conducts a detailed review of your current financial picture, including your investment portfolio, insurance and risk management coverage, cash flow, and any existing financial strategies, to identify gaps, inefficiencies, and opportunities for improvement.
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3. DESIGN
Working closely with our subject matter experts and your existing advisors, Cody designs a financial blueprint that aims to meet your personal goals, concerns, and aspirations in an efficient and effective manner.
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4. BUILD
Cody walks you through personalized recommendations, explaining the rationale behind each strategy in the context of your overall financial picture. If you’re comfortable moving forward, Cody will work with you to implement these strategies and coordinate the appropriate solutions to help you stay on track toward your goals.
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5. SERVE
Because your financial situation is bound to evolve, Cody provides ongoing support through regular reviews, helping you refine your strategies over time so they stay aligned with your goals and continue moving you toward long-term financial success.
START THE PROCESS
Please fill out the below form to start the financial planning process and take advantage of your new benefit provided through <company name>.
FAQs
What is Blueprint?
1
Blueprint is a financial wellness offering designed to provide personalized financial guidance and support for employees.
What can I talk about in my meeting?
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Anything related to your financial life. Common topics include budgeting, saving, debt, retirement planning, investing, buying a home, insurance, and planning for major life events.
What happens during the meeting?
3
Your first meeting is a conversation focused on understanding your current situation, your goals, and any questions you have. From there, your advisor will help outline next steps or areas to focus on.
How long is the meeting?
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Meetings typically last [30–60 minutes], depending on your needs.
[Customize based on company structure. Example: This benefit is provided by your employer at no cost to you.]
5
Is there a cost to me?
Yes. Your conversations with your advisor are private and confidential.
Is my information confidential?
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You’ll receive a confirmation with details on how to join your meeting (virtual or in-person), along with any optional information you may want to review beforehand.
What happens after I book?
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Reach Out To Us With Questions!
We would love to hear from you
Cody Lynch
Financial Planner
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110 Tel: 617-439-4389. CRN202409-972140