Financial Blueprint

A financial blueprint is your personalized roadmap for achieving long-term financial success. It outlines your financial goals and the steps needed to reach them. By having a clear plan, you can make informed decisions, stay on track, and build a secure financial future.

Here’s A Detailed Video About What a Financial Blueprint Is

Topics Covered in Blueprint

Investment Planning

Review Balance Sheet, Investments, Asset Allocation / Portfolio, Risk Tolerance, Stock Concentration, Company Stock / Restricted Shares, and Investment account fees

Cash Flow & Budget

Income Planning, Expense & Budget, Monthly Savings Plan, Debt Management, Planned Large Expenses, Emergency Fund, Future Inheritances, Mortgage Review

Retirement Planning

Retirement Target Dates, Desired Annual Income in Retirement, Social Security & Medicare, IRA Contributions & Roth Conversions, Employer Sponsored Plans & 401(k)’s, Annuities & Pensions, Required Minimum Distributions (RMDs), Outside Income Sources, Business Planning

Risk Management & Insurance

Life Insurance Review, Long-Term Care Insurance, Disability Insurance, Health Insurance, Homeowner’s Insurance, Liability Coverage (Property & Casualty), Auto Insurance

Planned Giving

Gifting, Education / 529 planning, Caring for Elderly, Roth IRA’s for Children, Charitable Gifts

Income Tax Planning

Review of Previous Year Tax Return, Review of Cost-Basis, Review Realized Gains, Carry Forward Losses, Tax-Loss Harvesting

Estate Planning

Beneficiary Review, Account Registrations, Review of Estate Planning Documents, Estate Taxes

SWOT Analysis

Identify Strengths, Weaknesses, Opportunities, and Threats

Financial Goals & Bucket List

Tracking and accountability

How Do We Help You Build a Financial Blueprint?

We begin by evaluating your current financial situation to understand where you stand. Together, we’ll define your short-term and long-term goals, whether it’s saving for a home, retirement, or other milestones. From there, we’ll create a plan that covers budgeting, investing, and saving strategies to meet those goals.

Key Components of Financial Blueprint

  • Budgeting: Managing everyday expenses effectively is key to staying on track with your goals.

  • Investment Strategies: We provide guidance on how to grow your wealth through investments that match your risk tolerance.

  • Retirement Planning: We’ll help you plan for future financial security, ensuring you’re prepared for the years ahead.

How Does Working With Us Help You?

At RFG Wealth Advisory, we take a unique approach to building your financial blueprint. As your life and financial situation change, we provide ongoing support and adjustments to keep your plan aligned with your current goals.

Ready to take control of your financial future? Contact us today to schedule a consultation and begin building a blueprint that supports your financial goals.

Free Assessment

  1. What is your PRS score? Are you on track?
  2. Fee breakdown. How much are you currently paying for your investments?
  3. Performance review. Can your investments be improved?

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

130 Old Town Blvd S # 100,
Argyle, TX 76226,
Tel: (940) 464-410

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