Introducing Finance Blueprints' Personal Finance Model—an intuitive and powerful tool designed to empower individuals to take control of their finances and achieve their financial goals with confidence.

Our models will help you determine if you're in the right cash position to start investing in cash-flowing assets like real estate and businesses. Once you're ready, and this model will tell you if you are, make sure to check out our suite of real estate tools to help you take that next step.

There are 3 personal finance versions to choose from

All versions 

Come with a set of instructional videos walking you through your first time setting up, how to leverage the model version you purchased, and access to all additional videos. All versions have an easy-to-use interface with written directions allowing even those with no financial background to manage their finances like industry leaders. There's also a Q&A portion at the bottom of each report to help you troubleshoot

Basic 

This version only has the input tabs meaning it does not have any advanced illustrations, guidance, and tools found in the premium version. 

You'll have the following;

• Set up your budget - An exercise you'll revisit twice a year and as needed when fixed expenses change
•  Monthly tracker - Includes net worth, controllable expenses, and credit score

These 2 models are the ones our Founder, Jeff used to go from $40k in debt to a little shy of a million. This is a good route for someone working in a finance-like role who already knows what to look for and can trend out data themselves.

Premium 

Includes the basic version which is the input to everything the premium version offers. Once you input your budget, net worth, and controllable expenses for the month you'll have access to the following;

• 3 Advanced dashboards;
  • Net Worth - Visually tracking your net worth is one of the biggest unlocks; see your debt go down and your assets go up every month! Compare your assets and liabilities through different periods
  • Cash Basis - Should you save more money or can you start investing today? How much cash do you have at the end of each month? Do you need more?
  • Budget & Expenses - Review your budget, find ways to reduce expenses,  and strategize to negotiate increasing costs
• Our 'Money Map' which tells you how your money will flow and what accounts you need (checking, HYSA, etc.)
  
• Automated personal guidance based on your current financial situation and if you're hitting specific targets
• 'Pro tips' to help you think through different situations
• Directions tab which tracks what of the 8 stages you're at and how many months you've tracked your finances
• Access to a suite of additional tools to supercharge your financial journey
• Graphs and illustrations
• A clear picture of your financial health

We built this tool to give the every day person the financial support, knowledge, and capability to reach their goals and we recommend this version to 95% of our customers

Custom

This version gives you access to the premium version with the ability to request up to 2 material changes to the file which may include different graphs and potentially new tools. Additionally, I can help format the file to your liking (see next paragraph). This price point accounts for 2 hours of editing from my team. We recommend that you use the premium version for a few months to get used to the file before making your requests because this price only includes one pass of changes 

Note, that the basic and premium versions are password-protected since we're using advanced formulas to automate the file. Automation means that no one can hide, group, add rows or columns, or alter tabs since these changes potentially impact the graphs, illustrations, and dynamic commentary. Some users enjoy having a tailored and less cluttered model therefore we will adjust all of this for you with the custom option

Communication-wise, we will be in contact via email for requested changes. You'll have 1 30-minute session to confirm written requests, and 1 45-minute session to review changes after completion. This is NOT a session to request advisement on your financial situation and is meant to customize the model to help you better manage your finances

If we can not perform the request to your liking then a partial refund will be given to 'net' you back to the current premium version price. If you're satisfied with the custom version after the 45-minute review session the file will be distributed to you via email

Disclaimer: This is not financial advice, nor does your purchase include any 1:1 advising, however, this is a tool filled with financial education that encourages you to make your own decisions regarding your financial situation 

__________________________________________________________________________________________

*If you purchase a premium or custom version we will send you a link to download all future versions of the file which will include incremental tools, bug fixes, and improvements. Planned tool expansion includes; a debt paydown strategy tool, an investing tool that guides you in allocating extra funds wisely, and a goal-setting tool to work towards big purchases.

"As someone who knows firsthand the liberating feeling of getting out of debt, I'm passionate about helping others experience the joy of setting and achieving financial goals. My 'Immortality Project' is to help as many families with their finances as I can, which has the potential of creating a positive generational impact. I genuinely appreciate your attention and time. Make sure to take ownership and take action today! You got this."

- Jeff, Founder of Finance Blueprints