Complete Blueprint · Personalized 90-Day Plan
Know what to do with your money next.
Your free BluePrintScore gives you a starting point based on your answers. The Complete Blueprint helps you work through the decisions behind those results. Share more about your finances and goals, meet with Brandon for 60 minutes, and receive a written plan finalized after your session.
We review your numbers, answers, and goals together to identify what needs attention first and explain your next steps.
Your Score is a starting report. You are the CFO of your financial life. In the Complete Blueprint we work through what belongs Now, Next and Later — and, just as important, why that sequence exists for your household and not some other one — then put it in writing so you can act on it.
Your written plan
After your session, your written Complete Blueprint brings together your financial picture, your priorities, and a plan for the next 90 days—what to do now, next, and later. It includes:
Now, Next and Later
Your priorities placed in order — and the reasoning behind that order, in plain language.
Specific next steps
Concrete actions for each priority, starting with the first move.
What can wait
Things that matter, but not yet, so they stop competing for attention.
90-day targets
A target and a milestone date for each priority over the next 90 days.
The purchase includes the intake, one 60-minute session, a finalized written plan covering the next 90 days, and the paid Blueprint workspace. After publication, Take Action, Personalized Learn and Progress help you work your plan. Something Changed and Review a Recommendation organize changes and outside recommendations without automatically rewriting your plan. This is not 90 days of personal coaching.
Fictional example—not a customer result
What a written plan contains
An invented household, shown so you can see the parts of the plan. Your plan is built from your own numbers and session.
Starting situation
- Take-home pay
- $5,400 / month
- Essential bills (incl. $110 card minimum)
- $4,100 / month
- Other spending
- $900 / month
- Left over
- $400 / month
- Savings you can use quickly
- $2,050 (about half a month of essential bills)
- Credit card balance
- $3,200
Main priority
Provisional: build quick-access savings first, toward one month of essential bills ($4,100).
Assumptions: Assumes the card's interest rate, payment status, upcoming expenses and any employer benefits are confirmed first. If they change the picture, the order below may change.
Why: Under these assumptions, at half a month of essential bills a surprise bill could require borrowing, which could undo progress on the card. This is an illustrative choice for this household, not a rule that savings always come before debt.
First action
First lower other spending from $900 to $750 a month (dining out and two subscriptions). Once that reduction shows up in the account, set an automatic $250 transfer to savings on each of two paydays: $500 a month, leaving a $50 monthly buffer. Transfers only go ahead when that money is actually available.
90-day target
$3,550 in quick-access savings by day 90 (the interim 90-day target). The longer-term target is $4,100, one month of essential bills.
- Day 30$2,550
- Day 60$3,050
- Day 90$3,550
What can wait
- Extra credit-card payments beyond the $110 minimum, until savings reach $4,100 (about five more weeks at the same pace), if the card's rate and terms confirm this order.
- Raising retirement contributions above the employer match.
Information to confirm before finalizing priorities
- Card interest rate and whether payments are current.
- Upcoming expenses in the next 90 days.
- Relevant employer benefits, such as a retirement match or emergency savings program.
- Protection needs: whether anyone depends on this income, what coverage already exists, and whether there are material gaps.
Free BluePrintScore
- Short, self-reported answers
- An initial picture of where things stand
- An area that may deserve attention
- A useful first action that works without any purchase
Paid Complete Blueprint
- A deeper intake with your real numbers and goals
- A 60-minute session with Brandon
- Help weighing priorities that compete with each other
- A written 90-day plan, finalized after your session
- Take Action, Personalized Learn and Progress tied to your published plan
- ReRoute and Verify for material changes and outside recommendations
Who it helps
It helps most when several things feel important at once, when a decision depends on your real numbers, or when you want someone to think it through with you.
The aim is not a report to file away. It is that you come away understanding your money better, seeing the decisions in front of you clearly, and knowing what deserves your attention — more capable of navigating your financial life than before. Where a decision belongs with a licensed professional, the plan says so rather than pretending otherwise.
How it works
- 01
Purchase
A one-time payment through secure checkout.
- 02
Secure intake
Share your numbers, goals and responsibilities. Save and come back anytime. “Not sure” is always an option.
- 03
Book your session
Choose a time for a 60-minute video session with Brandon.
- 04
Session
Work through your results, your numbers and the decisions competing for your attention.
- 05
Written plan
Your written Complete Blueprint is finalized after your session and saved to your account.
Scope and boundaries
The Complete Blueprint is educational planning and prioritization. It does not select investments, prepare taxes, sell insurance or draft legal documents. Where a decision needs a licensed professional, your Blueprint says so.
It does not execute financial transactions, automatically rewrite your plan, manage investments or guarantee outcomes.
For operational help or a refund request, email brandon@bruceblueprint.com. Please do not send passwords, security answers or full account numbers.
Questions
What support is included after the session?
The purchase covers the intake, one 60-minute session, the finalized written 90-day plan and your paid workspace. Operational help covers account access, intake, booking, finding your Blueprint and technical problems. It does not include unlimited coaching, follow-up sessions or personal recommendation review on demand. ReRoute and Verify organize context for review; they do not promise that Brandon personally reviews every interaction.
Is this financial advice?
No. It is educational planning and prioritization. Investment, tax, insurance and legal decisions belong with appropriately licensed professionals, and your plan says when one is needed.
Do I need to know all my numbers?
No. Every intake question accepts “Not sure,” and we fill gaps together in the session.
What does founding pricing mean?
It is the current early-client price while the offer is being validated and refined. Current price and availability are shown here and at checkout.
What if I need a refund?
Email brandon@bruceblueprint.com with your purchase reference, not financial account details. A full refund ends access and pauses your case. A request is not an automatic refund approval.