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Blueprint Partners Travers City Michigan Wood Texture

Are we a good fit for you?
Are you a good fit for us?
Let’s find out.

Give us a call: 231-668-4147
Send us a text: 231-668-4147
Send us an email: 
service@blueprint.family

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Let's plan your life's blueprint.

We believe effective strategies come from working closely with all who may be involved with your financial life. By bringing a team of key advisors, business partners and applicable family members, we create a single source for a client to understand and align everything that’s related to their family business, assets and future. As your personal CFO, we manage that coordination for effective results.

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Family Blueprint

Blueprint Partners Travers City Infographic
Blueprint Partners Travers City Infographic

How We Work


Our flat fee structure for financial planning allows us to unbiasedly manage a client’s family, estate and business interests, without requiring us to sell a “product” to get paid. Transparency and integrity is always our intention.

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