The Blueprint for Financial Success

What is The Blueprint for Financial Success? 

The Blueprint is one Powerful Financial Life Planning Tool with three sections: defining what matters most to you, a snapshot of your current financial position, and setting specific goals for your future. In our financial workshops, we focus on your vision and help you identify what matters most (your purpose). That’s crucial, but it’s only the first step.

The Blueprint isn’t magical, and it isn’t strange. It’s a straightforward look at those three elements of an effective financial plan, and it prepares you to take steps to accomplish your specific financial goals and fulfill your dreams.

Part 1: What Matters Most

In each session of the financial workshop we focus on and apply time-tested, biblical principles of financial life planning.  The discussion questions at the end of each chapter of Make Your Money Count along with a little homework allows you additional opportunity to reflect and prepare for completing each section of The Blueprint for Financial Success. By  the time you finish the workshop, you will have laid a strong foundation for your financial life plan and you'll be ready to take the next step to financial freedom.

Part 2: Current Financial Position

In section two of the Blueprint, you take a snapshot of your current financial position. Be rigorously honest and make an accurate assessment. When I work with clients, I ask them to bring every piece of information that has to do with their money: bank statements, IRAs, 401k’s, other investments, mortgage information, auto loans, credit card balances and other debts, and all sources of income and a copy of the budget if they have one. You may want to take a few minutes to gather your financial information before completing section two…

Part 3: Specific Financial Goals

Some of us are gifted at setting good, clear goals, but others need some help. Popular author and speaker Brian Tracy wrote, “Successful men and women invest the time necessary to develop absolute clarity about themselves and what they really want, like designing a detailed blueprint for a building before they begin construction. Most people just throw themselves at life like a dog chasing a passing car and wonder why they never seem to catch anything or keep anything worthwhile.” *[Brian Tracy, Goals!, (Berrett-Koehler Publishers, San Francisco, 2003), p. 50.]

As you consider your goals, you may want to read my previous blog post titled:
Financial Goal Setting—Click here to go to the article

The difference between a Blueprint and a Plan?

A Blueprint is different than an actual plan. For many people, The Blueprint for Financial Success is a great way to get started. Most people need a little help from an experienced person to take the next steps in reaching their goals. We’ve put together a great team of people who want to share their experience, strength, and hope with you in the remaining sessions of our financial workshop.

Some people have more moving parts than other people. If you have accumulated assets you planning process will be more complex. You may want to hire a planner to help you “put it all together”. If that’s the case, your Blueprint will be a valuable tool to guide the process and help you give direction to your Advisor or financial planner. If you’re just getting started, your Blueprint will help you identify the next step to financial freedom. Either way, The Blueprint for Financial Success is a powerful tool. Like any other great idea or tool – it works if you work it.
You don't have to attend a financial workshop to get started! Take the next step now...

Click here to download The Blueprint for Financial Success!