<DBA Logo>
<Company Logo>
BLUEPRINT
Enrollment for <Company Name>
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.
[Advisor Name] works with individuals and families to simplify financial decision-making and create practical strategies for long-term success. Through BLUEPRINT, [he/she/they] 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
-
1. LISTEN
First, (Advisor Name) 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.
-
2. GATHER
(Advisor Name) then analyzes your investment and risk management portfolios, your business plan, and any other existing arrangements you may have in place to identify potential gaps.
-
3. DESIGN
Working closely with our subject matter experts and your existing advisors, (Advisor Name) designs a financial blueprint that aims to meet your personal and business goals, concerns, and aspirations in an efficient and effective manner.
-
4. BUILD
(Advisor Name) shares recommendations with you and your team, educating you on the rationale behind any potential strategies from a holistic perspective. If you are satisfied with his recommendations, (Advisor Name) will work with you to implement* your strategies and secure the required products and services to help you reach your goals.
-
5. SERVE
Because your financial situation is bound to change, (Advisor Name) provides ongoing support through periodic reviews. He helps you monitor and adjust your strategies to ensure they continuously meet your personal and business goals.
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?
2
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?
4
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.]
Yes. Your conversations with your advisor are private and confidential.
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.
Is there a cost to me?
5
Is my information confidential?
6
What happens after I book?
7
Reach Out To Us With Questions!
We would love to hear from you
Advisor Photo/Name/Info
Advisor Photo/Name/Info
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