BOLT Blueprint

Start Your Financial

Future Here

Get access to top-level financial planning and investment management with BOLT Blueprint for $35/month.

Getting your finances in order is a process that requires time, careful planning, and thoughtful evaluation. With BOLT Blueprint, there's less guessing, less time wasted, and more freedom. We help you know what to expect when the unexpected happens.

What's Included
  • Financial goal-setting based on your personal needs with a BOLT Wealth Adviser

  • Gather all financial accounts in one place for easy viewing and planning

  • Digital vault to safeguard and organize important documents

  • Ongoing ability to create what-if scenarios based on your specific goals

  • An adviser-client meeting schedule to keep you on track with your progress

Questions we help you address
  • How much should I save?

  • Am I on track for retirement?

  • Should I save more or pay down debt?

  • How do I save for a goal?

  • How do I maximize tax savings?

  • How do investments help me achieve my goals?

  • What insurance policies do I need?

  • How can I prepare for a career change?

  • Am I getting the most out of my employee benefits?

  • Should I buy or rent?

  • What types of investments should I consider?

Areas of Service
  • Goal creation

  • Savings & spending plan

  • Investment management

  • Education planning

  • Debt analysis

  • Insurance

  • Retirement

  • Tax planning

  • Estate planning

BOLT Blueprint Breakdown
  • No minimum balance

  • Monthly cost: $35 (via PayPal)

  • Regular meetings with your BOLT Wealth Adviser

  • Low investment management fees

  • Personalized Online Portal

  • Personal Wealth Statement

BOLT Blueprint Q&A

Q: How much does it really cost?

A: The $35 monthly fee will be paid via PayPal using a debit/credit card on file. If you chose to open a brokerage account with us, management fees are listed here. (link to fees) Insurance products are ___________.

Q: How much time is expected from me?

A: 

Q: How do you invest my assets?

A: 

Q: I live outside of California, can we still work together?

A: Yes!

Q: Can I work with BOLT virtually?

A: Yes! In addition to email and phone calls, we have great online communication tools available.

Q: I currently have a financial advisor, why should I hire BOLT?

A: We love this question! Read our About Us to learn more about how we are different.

Q: What is a Personal Wealth Statement?

A: 

Q: Can I withdraw my money at any time?

A: We realize there may be times when you need access to your money sooner than planned. The funds in your account are liquid and are available to you within a short turnaround time. However, because we are a planning based firm, it's important to recognize the need to stick to the financial plan you have in place for the time horizon you've chosen. Here are more details about 'timing the market'. Also, there are certain tax consequences regarding retirement accounts. You can read more about that (here).

Q: Can I cancel at any time?

A: Yes, you can. Though, it's important to understand that reaching your most important financial goals doesn't happen overnight. We recommend sticking with us for at least one full year to get a feel for how we can work together.

More questions? Email us at info@boltwm.com

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© 2020 BOLT Wealth Management LLC

BOLT Wealth Management LLC is a California registered investment adviser

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