“In this episode of the podcast we get to talk with James Matthews! James is our financial planner and his firm, Blueprint, is on a mission to make financial planning affordable and accessible to the next generation of clients, like us. Listen to this episode to learn how they might be able to help you too!”
Here’s the show notes from the episode!
His Website: Plan with Blueprint
Get started with them: Get started with Blueprint!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint is not an affiliate or subsidiary of PAS or Guardian.2018-61523 exp 06/20