Your Financial Future, Built in BluePrint
In just 30 days, experience a new level of confidence, understanding and clarity with BluePrint.
Your Financial Future, Built in BluePrint
In just 30 days, experience a new level of confidence, understanding and clarity with BluePrint.
Your Financial Future, Built in BluePrint
In just 30 days, experience a new level of confidence, understanding and clarity with BluePrint.
Find out what is possible, and put aside uncertainty.
Take action, strategize, discover, and build a better financial. From goal prioritization, to debt repayment, from major purchase, to social security optimization, we’ll go through everything you need, and more, to build a better financial life.
And if you are not completely satisfied with our work, we’ll refund 100% of the cost of your BluePrint.
It’s Really Easy
We guide you through a simple, four-step process to build a personalized financial plan. Our experienced advisors provide ongoing support to help you achieve your goals with confidence.
1. Decide
Ready for a financial fresh start? Blueprint helps you define goals, understand your finances, and create a personalized plan for success.
2. Complete
Complete a questionnaire and provide key documents so we can get a clear picture of your financial situation.
3. Invest
Your advisor, will analyze your information and create a custom financial plan. Three meetings will cover your goals and priorities.
4. Take Action
Put your plan into action with Fjell's guidance. Regular reviews ensure you stay on track and adapt to life's changes.
1. Decide
Ready for a financial fresh start? Blueprint helps you define goals, understand your finances, and create a personalized plan for success.
2. Complete
Complete a questionnaire and provide key documents so we can get a clear picture of your financial situation.
3. Invest
Your advisor, will analyze your information and create a custom financial plan. Three meetings will cover your goals and priorities.
4. Take Action
Put your plan into action with Fjell's guidance. Regular reviews ensure you stay on track and adapt to life's changes.
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
Our rich legacy guides us in everything we do for clients. It's a privilege to serve as trusted fiduciaries. Delivering results, navigating challenging markets, and exceeding expectations is what we do.
Tom Stadum
CEO
We built Fjell to deliver independent, client-centric advice with next-gen technology. Our team stops at nothing to ensure our clients' complete financial lives are transformed through white-glove service, robust financial solutions, and tailored advice.
Dan Schuster
Director, Wealth Management
*Fjell Capital, LLC has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
What you will get inside your BluePrint
Income Strategy
Spending Strategy
Key Issues Analysis
Investment Strategy
Portfolio Risk Review
1,3,10 Year Financial Goals
Main Financial Focus Areas
Financial Protection Strategy
Action Plan for Next 6 Months
Net Worth Statement + Analysis
Income Strategy
Spending Strategy
Key Issues Analysis
Investment Strategy
Portfolio Risk Review
1,3,10 Year Financial Goals
Main Financial Focus Areas
Financial Protection Strategy
Action Plan for Next 6 Months
Net Worth Statement + Analysis
What you will get inside your BluePrint
Income Strategy
Spending Strategy
Key Issues Analysis
Investment Strategy
Portfolio Risk Review
1,3,10 Year Financial Goals
Main Financial Focus Areas
Financial Protection Strategy
Action Plan for Next 6 Months
Net Worth Statement + Analysis
1,3,10 Year Financial Goals
Main Financial Focus Areas
Financial Protection Strategy
Action Plan for Next 6 Months
Net Worth Statement + Analysis
Income Strategy
Spending Strategy
Key Issues Analysis
Investment Strategy
Portfolio Risk Review
1,3,10 Year Financial Goals
Main Financial Focus Areas
Financial Protection Strategy
Action Plan for Next 6 Months
Net Worth Statement + Analysis
FAQs
Here’s What People are Asking
Do you have a minimum to become a client?
Do you have a minimum to become a client?
Do you have a minimum to become a client?
What’s it like to work with you?
What’s it like to work with you?
What’s it like to work with you?
What services do you offer?
What services do you offer?
What services do you offer?
How do you get paid?
How do you get paid?
How do you get paid?
How do you invest?
How do you invest?
How do you invest?
Financial Advisors are not for everyone. Across our 18,000 audience on Tired & Rich, about a third use financial advisors. While not every is a fit for full service wealth management, everyone should have a financial plan.
That is why our team developed BluePrint. To offer a limited time engagement for families to hear from an expert, find new strategies, save taxes, invest better and experience the freedom that comes from financial planning.
We thrilled with the results of BluePrint and the need the service brings to family’s that don’t fit the traditional wealth management client.
Financial Advisors are not for everyone. Across our 18,000 audience on Tired & Rich, about a third use financial advisors. While not every is a fit for full service wealth management, everyone should have a financial plan.
That is why our team developed BluePrint. To offer a limited time engagement for families to hear from an expert, find new strategies, save taxes, invest better and experience the freedom that comes from financial planning.
We thrilled with the results of BluePrint and the need the service brings to family’s that don’t fit the traditional wealth management client.
Tom Stadum
Founder & CEO of Fjell
Author of Tired & Rich
Financial Advisors are not for everyone. Across our 18,000 audience on Tired & Rich, about a third use financial advisors. While not every is a fit for full service wealth management, everyone should have a financial plan.
That is why our team developed BluePrint. To offer a limited time engagement for families to hear from an expert, find new strategies, save taxes, invest better and experience the freedom that comes from financial planning.
We thrilled with the results of BluePrint and the need the service brings to family’s that don’t fit the traditional wealth management client.
Financial Advisors are not for everyone. Across our 18,000 audience on Tired & Rich, about a third use financial advisors. While not every is a fit for full service wealth management, everyone should have a financial plan.
That is why our team developed BluePrint. To offer a limited time engagement for families to hear from an expert, find new strategies, save taxes, invest better and experience the freedom that comes from financial planning.
We thrilled with the results of BluePrint and the need the service brings to family’s that don’t fit the traditional wealth management client.
Tom Stadum
Founder & CEO of Fjell
Author of Tired & Rich
Start Your Journey
Start a Conversation
Speak with a Fjell Wealth Advisor about our solutions and begin your journey.
Start Your Journey
Start a Conversation
Speak with a Fjell Wealth Advisor about our solutions and begin your journey.
Start Your Journey
Start a Conversation
Speak with a Fjell Wealth Advisor about our solutions and begin your journey.