Blueprint Financial

Personalized Financial Concierge Services for Individuals and Small Businesses

Individuals and Families

Blueprint Financial takes the overwhelm out of financial-related tasks and provides clients peace of mind with everyday money management. Acting as a personal financial manager, coach, and project manager to your financial ecosystem—including accountants, vendors, lawyers, estate planners, medical providers, insurers, and financial advisors to support life's transitions.
Serving all ages, with a focus on solo agers, older adults, and surviving spouses in Iowa and surrounding states.

Financial Concierge Services for Individuals and Families:

Organize, automate and document your finances and online accounts.
Create a comprehensive list so all your online accounts and finances are organized and secure.
Verify bills, pay bills, and/or set-up auto-pay to ensure consistency so you can step away with confidence.
Provide cash flow analysis, budgeting, and spend analysis.
Technology troubleshooting, account set-up, and documentation with a focus on data privacy and security.
Track medical related payments/reimbursements, insurance and medical claims, assist with MyChart set-up and navigation.
Ensure all name and address changes are updated, vendors notified, beneficiaries and accounts are current.
Audit subscriptions for value add and cancel any unused recurring expenses.
Negotiate credit card debt with vendors for decreased interest rates and optimize debt payoff plans.

Blueprint Financial specializes in both money management and planning for future pivots or unexpected life events.
We’re known for helping clients navigate career and life stage transitions, providing holistic roadmaps for young professionals and those early in their careers.

Facilitate visioning sessions to create your personalized blueprint, exploring how career options impact your personal and financial growth.
Develop roadmaps with milestones to actualize your vision and keep it on track or strategically pivot when needed.
Provide advice and accountability to support a weekly disciplined approach to building resiliency and financial literacy.

Small Businesses

Fractional Chief Financial Officer (CFO) Roles

Fractional roles for small businesses, focusing on finances, operations, and marketing while assessing technology integrations to enable better decision-making and smarter spends.

Create budgets, forecasts, and cash flows to better understand money management. Build key performance indicators, executive dashboards, conduct scenario analysis, provide SWOT analysis, key trends and insights.
Explore fit for genAI tools, provide roles based prompt training, and strategies for technology integrations.
Optimize operations with automated workflows, creating insights and building business intelligence across all data sources with real-time, relevant data.
Audit marketing effectiveness, analyze lead generation, channel effectiveness, and pipeline development.
Segmentation analysis, research design, customer journey mapping, service blueprint design, and competitive landscape evaluation to identify and amplify unique differentiators.
Product market fit and strategy for new products/services, research design planning/execution, idea exploration and experimentation.

About Blueprint Financial

Marti Miller, Founder and Owner of Blueprint Financial, holds Master’s degrees in Finance, Business Analytics, and Strategic Foresight. With more than 25 years of experience working with Fortune 500 companies, over 100 start-ups, and the past three years dedicated to managing her aging parents’ day-to-day finances, Marti combines insight, empathy, and compassion. Rooted in her Iowa upbringing she is devoted to helping families and small businesses throughout the Greater Des Moines Metro area, Iowa, Wisconsin, Illinois to achieve clarity and confidence in their financial lives. Marti and her two dogs often visit her mom in assisted living and bring joy to the residents challenged by dementia weekly.

How it works:1. Schedule a free 45-min consultation
2. Create a roadmap/project plan
3. Execute on the plan and provide ongoing support

Contact Us Today

To schedule a free consultation, call or email today!

Email: [email protected]

Phone: 515-335-4229

Blueprint Financial LLC is a member of the American Association of Daily Money Managers (AADMM), Guardian Association of Iowa Network (GAIN), National Association of Women Business Owners (NAWBO), Urbandale Chamber of Commerce, Greater Des Moines Partnership and follows the code of ethics while providing confidentiality, privacy and high standards of client care.

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