// preview · what you get
What's actually in your blueprint
Every blueprint is personalized — your numbers, your industry, your archetype, your goals will look different than the sample below. What stays the same is the shape: a flagship PDF you can print or forward, organized around ranked moves with concrete dollar estimates and a 90-day action map. Here's a representative slice.
Yours forever
8–12
Pages typical
~30s
After quiz
100%
Personalized
// Personal financial strategy
Master Plan
Prepared for Sample Founder · Q2 2026
Net worth
$184,500
Horizon
5 years
Archetype
The Builder
// MASTER PLAN · WHAT'S INSIDE
Contents
- 01Where you stand right now3
- 02Your archetype + what it means4
- 03Top 3 strategic moves, ranked5
- 04Debt + savings allocation plan6
- 05Investment posture for your horizon7
- 06Income expansion plays8
- 07Action checklist + 90-day map9
// 03 · STRATEGY
05 / 09
Top 3 strategic moves, ranked
Sorted by expected payoff over your 5-year horizon. Each move is sized relative to your current allocation — small, real steps you can start this week.
Move 01 · Highest leverage
Est. impact: +$22k / yr
Renegotiate your $9,400/mo retainer to $11,200/mo at the next renewal.
You've been on the same retainer for 14 months. Your largest client expanded scope twice without a price adjustment. This is the single highest-ROI move in your plan — one conversation, ~19% lift.
Move 02 · Compounding
Est. impact: +$340k by year 5
Auto-route 18% of post-tax income into a 3-fund index portfolio.
Builder archetypes typically under-invest in markets and over-invest in their business. At your income, every percentage point of payroll routed to index funds compounds out to ~$19k by year 5. 18% is the comfort threshold for your stated risk tolerance.
Move 03 · Moat
Est. impact: $0 cost · 2x optionality
Productize one of your retainer deliverables into a $97 template.
You already produce the work. A template is leverage on the cheapest possible distribution — your existing audience. Even at 30 sales/mo this becomes a $35k/yr secondary income stream that doesn't scale headcount.
// 07 · ACTIONS
09 / 09
Your 90-day map
Each item is a single action. Most take under 30 minutes. Check them off in order — earlier items unlock the higher-payoff later ones.
Week 1
- Email your largest client requesting a 30-min renewal call.
- Open a Vanguard / Fidelity brokerage if you don't have one.
- Cancel the 2 unused subscriptions flagged on page 6 ($89/mo).
Weeks 2–4
- Hold the rate-renegotiation call. Anchor at $11,800; settle ≥$11,000.
- Set up a recurring 18% post-tax auto-transfer into the brokerage.
- Allocate first transfer 60/30/10 (US / Intl / Bonds).
Days 30–60
- Draft the $97 template: 1-pager outline + 3-page scaffold.
- Soft-launch to your existing email list (Compass tier auto-coaches the copy).
Days 60–90
- Public launch the template. Target: 30 sales in month one.
- Rebalance brokerage; confirm ~$22k/yr lift from move 01 has hit.
Sample numbers + scenario above are synthetic — not a real customer. Your actual blueprint pulls from the 60-second quiz: income shape, existing assets, debt, archetype, risk tolerance, time horizon, and your stated goal. The structure is consistent; the substance is yours.
// your turn
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