Blueprint Financial
About
Blueprint Financial takes the overwhelm out of financial related tasks and provides clients peace of mind with everyday money management. Acting as a Personal CFO and project manager to your financial ecosystem—including accountants, vendors, lawyers, estate planners, medical providers, insurers, and financial advisors to support life's transitions.
MISSION STATEMENT
Services
Services for individuals and families include organization, automation, and documentation of finances include account set-up with secure passwords, cash flow management, and spend analysis. Providing fractional roles for small businesses including Chief Financial Officer, Chief Operations Officer and Chief Marketing Officer to help build financial resiliency and sustainability for both the business and the business owner.
Representative
