The Wealth Blueprint™ Stop Guessing. Start Knowing
$99$349
Stop guessing. Start knowing.
The Wealth Blueprint™ is a 5-module (+1 Bonus) financial clarity course built by a team of financial advisors. It gives you the same level of analysis that professional planning software charges $150/month for in a simple, done-for-you Excel tool you'll actually understand and use.
Here's what you'll build in this course:
✅ A complete picture of your income and real after-tax cash flow
✅ A 50/30/20 budget analysis showing exactly where your money goes
✅ A year-by-year debt payoff schedule for every debt you carry
✅ A retirement portfolio projection with compound growth calculations
✅ A Monte Carlo simulation (500 scenarios) showing your probability of retirement success
✅ A printable one-page financial summary you can share with your advisor or partner
What's included when you enroll:
🎥 5 video modules + 1 Bonus module, step-by-step walkthrough of every section
📊 The Wealth Blueprint™ Excel tool, included as a course resource (instant download)
📅 1:1 Complimentary 30-min Strategy Session, review your numbers with a specialist from M&M Wealth Associates on Zoom
Total value: $394
Your enrollment: $50 (one-time, lifetime access)
Frequently Asked Questions
Do I need to know Excel?
Not necessarily! The blue cells are where you enter your information. Everything else calculates automatically. If you can type a number, you can use this tool.
What if I don't have all my numbers?
All good, start with what you have. The tool works with partial data and you can fill in the rest over time.
What happens in the strategy session?
We'll review your Wealth Blueprint together on Zoom, identify your top 3 financial priorities, and build a simple action plan.
Is this a subscription?
Nope, and that's the best part! One-time $50 enrollment. The tools is yours to keep for a lifetime. Update the tool whenever your numbers change. Note: federal and state tax rates may change annually which may skew the numbers slightly.
What version of Excel do I need?
Microsoft Excel 2016 or later (Windows or Mac). Google Sheets is not recommended as some advanced functions may not work correctly.
Who is this course for?
Anyone who makes a decent income and wants to finally understand their complete financial picture. Especially valuable for people ages 30–55 who are thinking about retirement planning but haven't done the math yet.