// preview · what you get
What's actually in your blueprint
Every blueprint is personalized to your numbers, your industry, your archetype, your goals. Your version 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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