A plan for every dollar you earn. In 30 minutes.
Find out exactly when you’ll be debt-free, whether your family is really protected, and what your retirement number is, all built on your real numbers. Advisors charge an average of $2,926 for a stand-alone financial plan.* Yours is $0.
Money is a tool. Here’s what we build with it.
A hammer sitting in the garage never built anything. Neither does a paycheck sitting in checking. Money only builds something when every dollar has a job, in the right order. Hover over (or tap) any part of the house to see what it does.
Build it in order
Foundation first. Then the frame. Then the roof. Skip a layer and the whole house gets shaky, no matter how much money you make.
Hover over (or tap) any part of the house to see what it does, and what we build with you.
Most people aren't bad with money. Nobody ever gave them a plan.
School taught you algebra, not how to protect your income, get out of debt, or retire on time. If any of these sound familiar, you're exactly who we built this for.
"If something happened to me tomorrow…"
Would your family know what you have, who gets it, and how the bills get paid next month?
Your debt has a plan. For the bank.
Minimum payments are designed to keep you paying. Without a payoff order, interest wins every month.
Retirement is a guess.
Do you know your number, and whether you're actually on track to hit it? Most people find out too late.
Beneficiaries from 10 years ago.
Old forms, missing contingents, the wrong person listed. It happens far more often than you'd think.
Benefits nobody explained.
457(b), 401(k), pensions, group life. Powerful tools that most people never fully use.
No will. No say.
Without legal documents in place, state law decides who gets what, not your wishes.
Here’s everything you get. For $0.
We give away the whole plan, not a teaser. If you want help putting it into action, great. If not, you still keep every piece of it.
6 core pieces. 3 bonuses. One 30-minute session.
- 1
Your Financial House Blueprint
A written plan for every layer of your house: foundation, frame and roof, built on your real numbers. Yours to keep.
Core - 2
Debt-Free Date Plan
Your exact payoff order, the month you’ll be debt-free, and how much interest you stop handing to the bank.
Included - 3
Family Protection Check
The coverage your family would actually need if your income stopped, compared with what you already have through work.
Included - 4
Retirement Number & Gap Report
Your number, where you’re headed today, and the levers that close the gap. Built with our Retirement Gap Calculator.
Included - 5
Workplace Plan Checkup
457(b), 401(k), 403(b) and pension. Make sure you’re getting everything out of the benefits you already have.
Included - 6
Legacy Checklist
Beneficiaries, wills, guardianship and the documents most families forget. We flag the gaps so you can close them with the right professional.
Included - +Bonus
Next-Generation Head Start
Simple ways to start saving for your kids and teach them money early, so the plan outlives you.
Free - +Bonus
90-Day Accountability Check-In
We meet again 90 days later to make sure the plan is actually working, and adjust anything that changed.
Free - +Bonus
Direct Line to Alex
Call or text my cell with questions, including weekends, after hours and holidays.
Free
Whether or not you ever work with us.
Guarantee
The Clear-Plan Guarantee
Walk away with at least 3 specific moves you can make this week, or we keep working on your plan with you, free, until you have them. And you’ll never hear a sales pitch you didn’t ask for. If we’re not the right fit, we’ll tell you straight and point you to someone who is.
*Average flat fee for a stand-alone financial plan, from Envestnet’s 2026 State of Financial Planning Fees study as reported by NerdWallet (updated Sep. 2026). Fees vary widely by advisor and plan complexity. Blueprint sessions are educational and carry no obligation to buy any product. The Blueprint is not tax or legal advice; we flag those items for you to review with your own tax or legal professional.
We make the right move the easy move
Most financial advice fails because it’s confusing, slow or exhausting. So we built the Blueprint to be the opposite.
Built on your numbers
Not a generic chart. Your income, your debts, your family, your goals.
30 minutes, not 30 hours
One session gets you a plan with next steps you can act on this week.
We do the math
You bring your questions (and a few statements if they’re handy). We handle the rest.
Proven & licensed
300+ people served, 15 departments taught, and a team with 50+ years of combined experience.
Three steps. One clear plan.
Answer 6 quick questions
Tell us what you want help with so we show up prepared. About 2 minutes.
Book your 30-minute session
Pick a time that works for you. Meet over video or in person. Bring your spouse or partner if you have one.
Walk away with your Blueprint
Your protection, debt, retirement and legacy plan in writing, plus the exact next steps. Yours to keep.
Questions people ask before they book
Is the Blueprint really free?
Yes. There's no cost and no obligation, and you keep everything we build together whether or not you ever work with us.
So what's the catch? How do you get paid?
No catch. If you decide you want help putting your plan into action, we're compensated through the products you choose, such as insurance or investment accounts. If you don't, you still walk away with your Blueprint. We'd rather earn your trust first.
Are you an attorney or a tax advisor?
No. When your Blueprint touches on legal or tax items, we flag them so you can review them with the right attorney or tax professional.
I'm not in a great spot financially. Should I still book?
Absolutely. That's exactly who this is for. There's no minimum income or net worth. The earlier you have a plan, the more it can do for you.
Do we meet in person or online?
Whichever you prefer. Most sessions happen over video, and in-person meetings are available in select areas of Southern California.
What should I bring?
Just yourself (and your spouse or partner, if you have one). If they're handy, recent statements for your debts, retirement accounts and any life insurance help us make your Blueprint even more precise.
Who are you affiliated with?
Alex is an independent representative of Primerica. Securities are offered through PFS Investments Inc., member FINRA/SIPC. You can look up his background anytime on FINRA's BrokerCheck.
You've got two options
Option 1: Keep guessing
- Same debt, same interest (a $10,000 card at 22% APR is about $183 a month in interest alone)
- Same questions about retirement
- Hope nothing happens before you get around to it
Option 2: Spend 30 minutes
- A written plan built on your real numbers
- A clear path out of debt and toward retirement
- Peace of mind that your family is covered
Prefer to talk first? Call or text (760) 514-1884.