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James Matthews

Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scale and providing financial planning advice to younger clients who need it.

James shares his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.

I am excited to share this episode with you and can’t wait to see what the future holds for James and Blueprint. I hope you enjoy this episode!

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“A lot of times people don’t know what financial planning is until you show it to them. They just have this idea that they have a bunch of stuff going on and it’s confusing to them… We’re trying to make this as accessible and least threatening as possible.”

 

The Monthly Retainer Model in Financial Planning

XY Planning Network

Dimensional Fund Advisors 

George Kinder

Financial Therapy

Carl Richards

 

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Managing Director of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint is not an affiliate or subsidiary of PAS or Guardian.