Your financial future, built in BluePrint
In just 30 days, experience a new level of confidence, understanding and clarity with BluePrint.
Find out what is possible, and put aside uncertainty.
Take action, strategise, discover, and build a better financial. From goal prioritzation, to debt repayment, from major purchase, to social security optimization, we’ll go through everything you need, and more, to build a better financial life.
And if you are not completely satisfied with our work, we’ll refund 100% of the cost of your BluePrint.
It’s Really Easy
We guide you through a simple, four-step process to build a personalized financial plan. Our experienced advisors provide ongoing support to help you achieve your goals with confidence.
1. Decide
Ready for a financial fresh start? Blueprint helps you define goals, understand your finances, and create a personalized plan for success.
2. Compete
Complete a questionnaire and provide key documents so we can get a clear picture of your financial situation.
3. Meet with Fjell
Your advisor, will analyze your information and create a custom financial plan. Three meetings will cover your goals and priorities.
4. Take Action
Put your plan into action with Fjell’s guidance. Regular reviews ensure you stay on track and adapt to life’s changes.
1. Decide
Ready for a financial fresh start? Blueprint helps you define goals, understand your finances, and create a personalized plan for success.
2. Compete
Complete a questionnaire and provide key documents so we can get a clear picture of your financial situation.
3. Meet with Fjell
Your advisor, will analyze your information and create a custom financial plan. Three meetings will cover your goals and priorities.
4. Take Action
Put your plan into action with Fjell’s guidance. Regular reviews ensure you stay on track and adapt to life’s changes.
What you will get inside your BluePrint
- Income Strategy
- Spending Strategy
- Key Issues Analysis
- Investment Strategy
- Portfolio Risk
- 1, 3, 10 Year Financial Goals
- Main Financial Focus Areas
- Financial Protection Strategy
- Action Plan for Next 6 Months
- Net Worth Statement + Analysis
Financial Advisors are not for everyone. Across our 18,000 audience on Tired & Rich, about a third use financial advisors. While not every is a fit for full service wealth management, everyone should have a financial plan.
That is why our team developed BluePrint. To offer a limited time engagement for families to hear from an expert, find new strategies, save taxes, invest better and experience the freedom that comes from financial planning.
We thrilled with the results of BluePrint and the need the service brings to family’s that don’t fit the traditional wealth management client.
Tom Stadum
Founder & CEO of Fjell
Author of Tired & Rich
Book a Meeting,
Get a Blueprint,
Experience Freedom.
In just 30 days, you can complete the BluePrint Process and get on with building a better financial life.
Book your discover call now.
Start Your Journey
You can own a business, invest in real estate, or have it all 401k.