Step 2: Blueprint Meeting


In the Blueprint Meeting, we gather in our Private Wealth PlanningSM room, with a large semi-circle couch and bright red wall full of whiteboards. Through discussion and collaboration, we discover and map out your goals and objectives, family and professional relations, financials, and more so we can get the full picture of your lifestyle and financial planning and investment needs.

Here’s part two of our animation series that will walk you through Blake and Sandra’s Monument Blueprint Meeting.