The 15-Minute Discovery Call is a meeting where we learn more about one another: your particular situation, what matters most to you, the services we offer, and how we work with our clients.

The 15-Minute Check-In Call is a meeting to address a quick question, concern, or share some good news.

30-Minute Financial Touch Base - This is a 30-Minute virtual meeting via Zoom to discuss a certain issue to address. e.g. Help with Financial Planning Software, Account Performance Review, or Work Benefits Review.

1 Hour Financial Review - This is a 1 hour virtual meeting via Zoom. If you want to meet in person, please indicate in your response when scheduling. In-person meetings likely will require a change of availability due to distance of travel, weather conditions, and other coordinating circumstances. If you need to make an appointment on a different day than available, please email Angie.Habiger@BluprintFinancial.com.

1 hour 30-Minute Financial Review - This is a 1 hour & 30-minute comprehensive virtual review via Zoom. If you want to meet in person, please indicate in your response when scheduling. In-person meetings likely will require a change of availability due to distance of travel, weather conditions, and other coordinating circumstances. If you need to make an appointment on a different day than available, please email Angie.Habiger@BluprintFinancial.com.