SERVICE LEVEL I
The Blueprint Budgeting program is a free one-on-one program tailored to help you:
Define your approach to money;
Discern how to best utilize available financial services and products;
Develop healthy money habits;
Determine a set of specific and achievable goals; and
Design a budget and a broader personalized financial plan.
SERVICE LEVEL II
The Spring Cleaning Program is a free one-on-one program for graduates of the Blueprint Budgeting Program.
This is an annual opportunity to revisit your financial plan and tailor it to meet your updated financial circumstances and goals.
about the blueprint budgeting logo
The concept for the Blueprint Budgeting Logo is based on the Athenian Owl Tetradracm, an ancient coin. First produced in Athens during the late sixth century BCE, it was the first currency to be internationally traded. One side of this coin featured Athena, the Greek goddess, and the reverse depicted the owl, a symbol of Athena’s wisdom.
Although my version of the coin differs, it is meant to represent the past, present and future. It is my sincere hope that during the Blueprint Budgeting Program, clients will learn from their past money experiences and their newly-created financial blueprint how to save wisely (like an owl!) for a bright financial future.
"GRETCHEN WAS AMAZING AT HELPING ME SET FINANCIAL GOALS, CREATE A BUDGET, AND EVEN PAY OFF MY STUDENT LOANS! SHE MADE MANAGING PERSONAL FINANCES LESS STRESSFUL AND GUIDED ME THROUGH EVERY PART OF THE PROCESS. I WOULD ABSOLUTELY RECOMMEND GRETCHEN'S SERVICES TO ANYONE LOOKING FOR FINANCIAL COUNSELING. YOU WILL FEEL SUPPORTED, ENCOURAGED, AND LEARN A LOT ALONG THE WAY."
— Sandra