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AFFORDABLE TRANSPARENT PRICING

Dollar Bills

Discovery Session / Package Selection / Onboarding Session

Self-Managed or Comprehensive Guided Planning

  • Self-Managed Monthly Plan

    35$
    Every month
    +$299 Onboarding and software setup
    Designed for do-it-yourselfers (DIYers) or more experienced planners. Retirement planning at your own pace with professional tools and resources.
     
    • Note: Client-level-only access to Income Lab provided.
    • Package requires an onboarding session (noted above).
    • Package includes two, in-depth 30-minute setup sessions.
    • Limited no-charge 15-30-minute Zoom sessions for questions.
    • Ad hoc chat and email question support.
    • In-depth topic/planning support available as an add-on.
    • Access to all posted articles and "Members Only" guides.
  • Best Value

    Self-Managed Annual Plan

    360$
     
    +$299 Onboarding and software setup
    Designed for do-it-yourselfers (DIYers) or more experienced planners. Retirement planning at your own pace with professional tools and resources. 15% off vs. monthly plan (excluding setup).
    Valid for 12 months
    • Note: Client-level-only access to Income Lab provided.
    • Package requires an onboarding session (noted above).
    • Package includes two, in-depth 45-minute setup sessions.
    • Limited no-charge 15-30-minute Zoom sessions for questions.
    • Ad hoc chat and email question support.
    • In-depth topic/planning support available as an add-on.
    • Access to all posted articles and "Members Only" guides.

  • Comprehensive Guided Planning

    4,550$
     
    This planning package provides guided planning services as listed below and within the "Process" section of this site.
    Valid for 12 months
    • Note: Client-level-only access to Income Lab provided.
    • Discovery meeting to validate if BluPrint is a good fit.
    • Understand your personal and financial circumstances.
    • Identify and select goals.
    • Analyze your current actions and potential alternatives.
    • Develop the retirement-planning recommendations.
    • Present the recommendations.
    • Implement your plan with BluPrint support.
    • Monitor the implemented plan.
    • Update via future paid 60-minute in-depth planning sessions.
    • Access to all posted articles and "Members Only" guides.
    • Note: Plan development generally occurs over 8 weeks.

  • 60-Min. In-Depth Topic Planning Session

    150$
     
    60-minute in-depth topic/planning Zoom session. Available if enrolled in one of the Self-Managed BluPrint plans. Topics including, but not limited to, items listed below.
     
    • 60-minute session conducted via Zoom.
    • Evaluate tax-efficient distribution strategies.
    • Evaluate Roth conversion opportunties.
    • Explore Social Security claiming decisions.
    • Establish a retirement paycheck.
    • Required Minimum Distribution (RMD) and IRMAA strategies.
    • Charitable giving strategies (e.g. DAF, QCDs, etc.).
    • Asset allocation and location review and education.
    • Validate retirement readiness.

BluPrint Retirement, LLC complies with all Federal and State services subscription "Auto-Renewal" rules and cancellation policies.

Important Disclosures and Legal Information

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BluPrint Retirement, LLC (“BluPrint,” “we,” or the “Firm”) provides flat-fee, advice-only retirement income planning services, including discussions of cash flow, tax-efficient distributions, and estimated tax effects. BluPrint does not manage client assets or recommend the purchase, sale, or holding of particular securities. The services provided to an individual client are defined by that client’s written engagement agreement.

 

Unless otherwise attributed, opinions and estimates prepared by BluPrint reflect its judgment as of the date published and are subject to change without notice. Articles, research, and other materials attributed to third parties reflect the views of their respective authors. BluPrint makes those materials available for general informational purposes. Their inclusion does not constitute BluPrint’s independent verification, approval, or endorsement of their contents.

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Content on this website is provided for general informational and educational purposes. Viewing it does not establish a client relationship or constitute individualized retirement planning, investment, tax, accounting, or legal advice. Website content is not an offer, solicitation, or recommendation to buy, sell, or hold any security, financial product, or other investment, and should not be relied upon as the sole basis for a financial decision. Past performance does not guarantee future results. Financial projections and estimates depend on assumptions and may differ materially from actual outcomes.

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Although a paid engagement may include discussion of estimated tax effects, the scope of any such discussion is governed by the applicable written engagement agreement. Website content does not constitute tax-return preparation, a formal tax opinion, or legal advice. Before implementing a strategy discussed on this website, consider whether advice from an appropriately qualified professional is needed for your circumstances.

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To the fullest extent permitted by applicable law, website content, including third-party materials, is made available “as is.” BluPrint makes no representation or warranty, express or implied, concerning its accuracy, completeness, timeliness, or suitability for a particular purpose. To the fullest extent permitted by applicable law, BluPrint disclaims liability for indirect, incidental, special, or consequential damages arising from the use of, inability to use, or reliance upon website content. Nothing in these disclosures limits, modifies, or supersedes BluPrint’s obligations under a written client engagement agreement or excludes liability that cannot lawfully be excluded.

 

Image Sourcing: Certain images, charts, and data visualizations on this website are used with permission from © Income Laboratory, Inc. They are presented for illustrative and informational purposes and do not constitute a recommendation or solicitation concerning any particular financial product or strategy.

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