Your Agenda Request is in—plan a time that works for you.

What’s Happening Right Now? We’ve received your Agenda Request and our advisors will review it. We’ll be in touch by phone, email, or text shortly.
We’ve also sent you a welcome email (no newsletter subscription—just a one-time resource) with spreadsheet calculators and helpful links.

Some options available now:

Reserve Your 15-Minute Meeting
Use the Calendly scheduler to pick a time that suits you.

Explore Our Resources
Hopefully there is an email with calculators in your inbox? Within it you can subscribe to our newsletter, the subsequent final welcome email includes videos and more guidance on how to easily use them accurately.

Stay Tuned
We’ll be in touch soon. In the meantime, feel free to watch or listen to our latest Blueprint Finance Podcast here.