Blueprint Assisted™
You Build Your Blueprint. We Professionally Review It.
Get the efficiency and financial intelligence of Blueprint Self-Service™ with an additional professional review layer.
Client-Driven + Professionally Reviewed
Want to Build It Yourself — but Not Do It Completely Alone?
Blueprint Assisted™ combines the efficiency of our guided technology with professional review.
You complete much of the intake and scenario-building process yourself. A qualified professional then reviews key information, assumptions, scenarios, and financial results before your Blueprint Assisted™ report is finalized.
You Build It. We Professionally Review It.
Professional review does not constitute legal representation, legal advice, tax advice, or investment advice.
How It Works
Ten Steps to Your Assisted Report
Complete guided intake
Upload financial documents
Build preliminary scenarios
Blueprint validates information
Professional reviewer examines key information
Questions or discrepancies are returned for clarification
Assumptions and scenarios are reviewed
Blueprint calculations, Monte Carlo, and scoring are reviewed
Professional observations are added
Final Blueprint Assisted™ report is delivered
Assisted Packages
Starting at $999
Choose the Assisted package that matches your financial complexity. Advanced review applies when complexity triggers are present.
Blueprint Assisted Essential
$999
Standard cases + professional review
Self-Service capabilities plus professional review for standard cases.
- Self-Service capabilities
- Client-guided intake
- Document-supported financial information
- Professional review of key inputs
- Scenario & assumption review
- Blueprint Assisted™ report
Blueprint Assisted Advanced
$1,499
Complex cases requiring enhanced review
For more complex cases requiring enhanced professional review.
- Everything in Assisted Essential
- Review of Monte Carlo results
- Review of Blueprint scenario scores
- Benefit consequence review
- Complexity triggers: military/federal retirement, survivor benefits, business ownership, multiple properties, complex Grey Divorce
- Professional observations & final review
Upgrade Anytime
Started with Self-Service and need more help? Upgrade anytime.
Your case information carries forward — you never start over. Where current policy allows, eligible Blueprint fees may be applied toward an upgraded service.
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Blueprint Assisted FAQs
Self-Service is primarily client-driven. Assisted adds professional review of key financial information, assumptions, scenarios and results before the final Assisted report is released.
Educational purposes only. Not legal advice. Not tax advice. Results vary based on individual circumstances. Please consult qualified legal and financial professionals regarding your situation.