Financial coaching
Education and guidance for setting financial objectives and next steps
The Blueprint 360
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About The Blueprint 360
Based in Houston, Blueprint 360 is a financial advising business that helps clients define financial objectives and turn them into actionable steps. Its financial coaching and education address cash flow, debt, and asset growth, with a tax-conscious approach to financial decisions. Services include wealth accumulation strategies, insurance-based risk management, retirement planning, saving for college, and legacy planning. The firm also helps clients consider financial products suited to their needs and circumstances. Its process focuses on objective advice that clients can understand and implement, with access to a network of professionals. Advice is organized around each client's goals and financial situation, with an emphasis on managing money and planning for future needs.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement planning
Planning support for retirement goals and future financial security.
Risk management
Insurance planning for death, disability, or critical illness.
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