Financial Blueprint

Phase 1 • Initial Process

The Financial Blueprint

The Financial Blueprint is the foundational first step in our client relationship. Before making long-term investment decisions or adjusting strategies, we take a comprehensive deep dive into your complete financial picture.

Over a structured series of collaborative meetings, we analyze your cash flow, tax positioning, equity compensation structures, retirement timelines, and estate organization. The result is a fully customized, actionable roadmap built specifically around your life and priorities.

Rather than offering quick, off-the-shelf advice, the Blueprint ensures every future decision is backed by institutional-grade analysis and personal clarity.

Camriel Advisors Financial Blueprint

What Your Blueprint Includes

A rigorous, detailed analysis across every key dimension of your financial baseline.

✓ Net Worth & Cash Flow Audit

Clear organization of your assets, liabilities, income streams, and savings rates to establish a clean baseline.

✓ Tax & Equity Comp Optimization

Strategies for RSUs, ESPPs, stock options, and tax-efficient asset placement to keep more of what you earn.

✓ Custom Trajectory Modeling

Multi-scenario long-term projections examining retirement timelines, major purchases, or career transitions.

✓ Portfolio & Risk Evaluation

An institutional review of your current investments, expense ratios, asset allocation, and overall risk exposure.

✓ Estate & Protection Review

Assessment of estate documents, beneficiary designations, and insurance coverage to safeguard your family.

✓ Prioritized Action Plan

A step-by-step roadmap outlining immediate quick wins, mid-term adjustments, and long-term milestones.

The Financial Blueprint Process

A structured 12-week framework designed to map out your roadmap before executing long-term management.

1
Weeks 1–2

Discovery & Onboarding

  • Receive your onboarding checklist and access to RightCapital (financial planning software)
  • Gather documents and start mapping out finances
2
Weeks 3–5* Includes Meeting 1 (75 Mins)

Analyze & Prioritize*

  • Review submitted information and supporting documents together
  • Identify key priorities, open questions, and planning opportunities
3
Weeks 6–8* Includes Meeting 2 (75 Mins)

Strategy & Design*

  • Build planning recommendations aligned with your goals
  • Model trade offs and explore scenarios based on your input
4
Weeks 9–11* Includes Meeting 3 (75 Mins)

Finalize & Activate*

  • Deliver your full financial plan and step-by-step action guide
  • Review the plan together, ensuring alignment on next steps and defining implementation responsibilities (for ongoing arrangements)
5
Week 12 Phase 2 Transition

Implement & Support

  • Begin implementing action items: referrals made, accounts opened, strategies put into motion
* Asterisks denote key timeframe blocks during which our live, 75-minute collaborative planning meetings occur.

Pricing & Structure

Transparent, upfront pricing with zero commissions or hidden fees.

The Financial Blueprint

$4,000
One-time initial onboarding fee
*Fee may adjust for exceptionally complex corporate equity or cross-border tax structures.

Transition Credit

When you transition into Phase 2: Ongoing Wealth Management, a portion of your initial Blueprint fee is credited directly toward your ongoing advisory fees.

100% Fee-Only Fiduciary

We never accept commissions, referral fees, or kickbacks from financial products. Our only compensation comes directly from our clients.

Please Note: Camriel Advisors works exclusively with ongoing wealth management clients. The Financial Blueprint serves as the essential initial foundation for our long-term partnership rather than a standalone project service.

Ready to Build Your Blueprint?

Schedule an introductory consultation to discuss your financial goals and learn how our partnership works.

Schedule a Consultation