indesign financial group logo, Vancouver BC

Your Financial BluePrint™

Matching proven strategies with modern planning concepts

Your Personal Financial BluePrint™ plan is built on our client’s unique personal needs. In order to best serve these goals and customize your personal BluePrint™ for you, we address four “keystones” sheltered by a “planning capstone”. It is the blend of these which covers all areas of your financial life.


  • Estate plan
  • Family/Social Plan
  • Charitable Giving
  • Volunteering
  • Community


  • Travel
  • Entertainment
  • Hobbies
  • Passions

Life Needs

  • Housing
  • Transportation
  • Health Care
  • Income
  • Taxes

Our Client Planning Process

  1. Clarify your present situation: collecting & assessing all relevant financial or medical data.
  2. Identify both financial and personal goals and objectives: these help us in customizing your BluePrint™ to you, and your personal situation.
  3. Identify financial problems: these create barriers to achieving financial independence while preserving your legacy, these could include:
    • unplanned emergency events or reductions in income
    • a high tax burden or tax inefficiency with your assets
    • your cash flow may be inadequate due to increased interest costs
    • current investments may not be winning the battle with changing economic times
    • too little or too much insurance coverage,
  4. Provide written recommendations with alternative solutions: we are unable to leave recommendations with people unless they move forward in the client process for compliance reasons. (Our advice and guidance is covered by E&O insurance on all client/applicants.)
  5. Implementing the right strategy: we help you implement our guidance and recommendations. In some cases this may involve other professionals such as your lawyer, accountant or advisor.
  6. Finally, we require periodic review and revision of the plan, ensuring your goals are met.