Everyone Needs a Financial Plan
- A financial plan is your outline defining your goals and the means of achieving them
- It connects the financial parts of your life and enables them to work together in a coordinated and effective way
- Whether you have one short term goal, or many goals, a financial plan will help you get there
|Major Life Changes
||Planning for Retirement
Value Architects offers Financial Planning through its SEC registered financial planning subsidiary, Blueprint Financial Planning LLC, owned and operated by the partners of Value Architects.
Blueprint brings the same financial expertise to planning that we bring to investment management, with managing partners holding the CFP® certification, the most respected in financial planning.
Vicki Fillet is also a member of the Board of Governors of the Financial Planning Association of NY.
To learn more about Financial Planning or to sign up for a free initial consultation from Blueprint please click the link below