Biographical Information
Blueprint Financial takes the overwhelm out of financial related tasks and provides clients peace of mind with everyday money management. Acting as a Personal CFO and project manager to your financial ecosystem—including accountants, vendors, lawyers, estate planners, medical providers, insurers, and financial advisors to support life's transitions.
We serve all ages, with a focus on solo agers, seniors, aging adults, and surviving spouses in the Greater Des Moines metro area, and remotely.
Over thirty years of managing career transitions, life stages, small businesses, and family money management with corporate experience in insurance and retirement solutions.
