What Can I Expect?

WELCOME

A NEW BEGINNING

This is the start of a partnership between you and Blueprint Advice which will be founded on mutual respect and commitment.  We will work together to realise your goals and aspirations.

DISCOVERY

GETTING STARTED

Understanding your life as it is now and your plans for the future is our priority: these things are unique. You will be encouraged to examine your goals, monetary and lifestyle. Opportunities and potential obstacles will be identified along the way. 

SOLUTIONS

A PLAN IN PLACE

At this point, your individual needs have been carefully considered.   You will be shown a step by step guide and the outcomes you can expect by following.    Your future direction is now defined.

UNDERSTANDING

A CLEAR VIEW

This is the time to be sure you fully understand the advice.  You will have the opportunity to discuss and clarify any concern or query in relation to the plans that have been laid.  This should enable you to be clear on the direction you are taking.  From here, you will be able to move forward with confidence and enthusiasm.

ACTION

WHEELS IN MOTION

By now, you should clearly understand the course of action to be taken in order to achieve your goals.  This is the 'doing' phase where the practical work begins and any changes are put into place.

PROGRESSION

WHERE TO FROM HERE?

The start of any journey is an exciting time - staying on course for the long haul often is not!

Blueprint Advice will be there to keep you on track.  We will work together in achieving your goals and maintaining your chosen lifestyle over the long term, adjusting your plan as your needs, dreams and situation evolve over time.