Enrollment for Green State Plumbing & Heating
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.
Shawn Zwick 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.
Our Process
Areas of focus
Financial Planning Topics
Cash Flow & Budget
- Income Sources
- Expenses & Budgeting
- Debt Management
- One-Time Expenses
- Planned Large Expenses
- Emergency Funding
- Dollar Cost Average
- Mortgage Review
- Review Lines of Credit
Investment Planning
- Outside Investment Review
- Stock Concentration Review
- Investment Policy Statement
- Portfolio Review
- Asset Allocation
- Time Horizon
- Withdrawal Strategies
Income Tax Planning
- Review of Cost-Basis
- Review Realized Gains
- Carry Forward Losses
- Tax Loss Harvesting
- Review Deductions & Credits
- Potential Roth Conversations
- Health Savings & FSAs
Retirement Planning
- Retirement Goal Setting
- Social Security & Medicare
- Business Planning
- IRA Contributions & Conversations
- Employer-Sponsored Plans & 401k
- Annuities & Pensions
- RMDs & Withdrawal Strategies
- Self-Employed Retirement Plan
Estate Planning & Charitable Giving
- Review Wills
- Review Power of Attorney
- Review Living Will
- Trusts
- Irrevocable Life Insurance Trusts
- Estate Tax Planning
- Guardians for Minor Children
- Charitable Giving & Trusts
Risk Management & Insurance
- Review of Existing Policies
- Life Insurance Needs
- Long Term Care
- Disability Income Insurance
- Health Insurance
- Review Homeowners Insurance
- Review Liability Coverage
Assistance to Loved Ones
- Giving
- Education Planning
- Elderly Care
- 529 Savings Plan
- Roth IRAs for Children
- UGMA/UTMA
Our financial planning process
1. Listen
First, Shawn 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
Shawn 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.
3. Design
Working closely with our subject matter experts and your existing advisors, Shawn designs a financial blueprint that aims to meet your personal goals, concerns, and aspirations in an efficient and effective manner.
4. Build
Shawn 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, Shawn will work with you to implement these strategies and coordinate the appropriate solutions to help you stay on track toward your goals.
5. Serve
Because your financial situation is bound to evolve, Shawn 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
Start the Process
Please fill out the below form to start the financial planning process and take advantage of your new benefit provided through Green State Plumbing & Heating.
FAQs
BLUEPRINT is a financial wellness offering designed to provide personalized financial guidance and support for employees.
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.
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.
Meetings typically last 30 to 60 minutes, depending on your needs.
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 our first meeting, along with information we'll need from you beforehand.
Reach Out To Us With Questions!
We would love to hear from you
