Our Financial Planning Process
BluePages
We created the BluePages over 7 years ago to help our clients make the smartest financial decisions. So many are surprised how easy it is to understand their financial situation after the BluePages experience.
The Client Dashboard
This was developed after three decades of working with clients.
Those that had the highest probability of success focused on five important metrics. Your dashboard helps you know when something is working or not working.
Statement of Net Worth
The snapshot of your wealth today begins the journey.
The toolkit for success is found on this page. Opportunity and hardship share a similar theme—the need for capital. Your financial flexibility is tested here.
Statement of Cash Flow
Your life revolves around how you earn and spend money. Those that Make Work Optional focus their energy here.
The goal of this page is to help you track:
- Changes in cash flow over the next 5 years
- Flexibility of your Family Overhead
- Target savings rate to achieve your Point of Independence (POI)
- And, safety net in case the unthinkable happens
Point of Independence
Your Point of Independence (POI) is when the organic cash flow from your investments exceeds your Family Overhead which means Work is Optional.
It is as simple as that. The Making Work Optional table defines the number to achieve this goal. This is your target.