Free Consultation
FAQs
We’ll connect over Zoom to explore your goals such as retirement planning, building wealth, managing taxes, or growing your business.
We’ll review your current situation, outline key targets, and recommend a tailored plan to help you move forward. You can also ask any questions and learn about our process.
Step 1: Book a Free Consultation
Start with a 30-minute Zoom call above to discuss your goals—whether it’s scaling your business, reducing taxes, retiring early, or building your financial legacy. We’ll assess your current financial position, set clear targets, and recommend the best package for your needs. All consultations are fully online for your convenience.
Step 2: Create Your Financial Blueprint
If you choose to move forward, we’ll pair you with an expert planner and send a welcome email with a questionnaire and service agreement. After payment, we’ll dive deep into your finances, savings, investments, and goals. Over the next 2–4 weeks, we’ll use advanced tools to craft a customized financial plan tailored to your business and personal objectives.
Step 3: Your Blueprint Delivered
Your personalized financial plan will be presented in a 1–2 hour Zoom meeting, along with a detailed PDF covering strategies for tax optimization, investments, cash flow, and retirement planning. We’ll guide you through every detail, answer your questions, and provide a recording for reference. You’ll also receive six months of follow-up support to ensure your plan stays on track as your goals evolve.
Simon Wong, with his MBA in Accounting and CFP® certification, is our main financial planner. He’s here to simplify your finances, whether it’s planning for retirement or making big decisions about your business.
Obed Maurice is our tax and accounting specialist. With his CPA background and years of experience at an accounting firm, he’s here to guide you through tricky tax questions and craft advanced accounting strategies.
Chris Liew, the founder of Blueprint Financial and a CFA Charterholder, oversees every plan behind the scenes. He also steps in for complex investment strategies given his strong background in that field.
We also work with trusted investment partners to give you more options for growing your money.
Personal Financial Planning:
Individual Blueprint: $2,500 (one-time)
Comprehensive retirement, tax, CPP/OAS optimization, and estate planning tailored for individuals.
Household Blueprint: $3,000 (one-time)
Includes all Individual Blueprint features plus joint strategies like income splitting and estate coordination.
Business Financial Planning
Core Business Blueprint: $5,000–$8,000 (one-time)
Tailored for business owners, covering tax planning, corporate strategies, and advanced retirement planning.
Elite Business Blueprint: $500/hour
High-level financial expertise including CPA guidance, succession planning, and fractional CFO services.
50% of fees are due before plan is started, and 50% is owed on delivery.
Investment Management Fees
We offer investment management services with fees typically ranging from 0.5% to 1.4%. We’ve partnered with trusted managers selected for their reasonable fees and strong track record. Each manager has their own fee schedule, which they’ll share directly with you for full transparency.
Our planners don’t receive commissions or direct compensation from referrals. Any referral fees go to the company to cover operating costs, not to individual planners.
You’re under no obligation to choose one of our investment partners.
Our only job is to present you with unbiased investment options that fit your goals, so you stay in full control.
We guarantee an 8X return on the fee you invest in our services—or your money back. For example, a $5,000 plan is guaranteed to add $40,000 to your net worth compared to your original plan.
Many beginners have benefited greatly from our plans, but even seasoned finance professionals find value in an impartial review. Like second opinions in law or medicine, a fresh perspective on your finances can uncover missed opportunities or risks.
Our clear, tailored approach maximizes your financial potential and delivers peace of mind. If we don’t meet the 8X guarantee, you don’t pay, it’s as simple as that.