The Wealth Blueprint
Designed to bring your financial future into alignment
Most financial plans don’t fail because they’re missing pieces. They fail because the pieces aren’t working together. Over time, accounts, investments, insurance, taxes, and retirement strategies often evolve separately. The result isn’t necessarily confusion—it’s misalignment between your financial decisions and the life you actually want to build. The Wealth Blueprint is designed to change that.
This is a structured, guided experience where we evaluate how your financial life is built today, and how to bring it back into alignment with your long-term direction.
Vision Gaps
Before we talk strategy, we look at direction. Do you have a clear, specific picture of what you're working toward — and does your day-to-day spending actually reflect it? This section is designed to surface misalignment between stated goals and current habits, for you and your household.
Map Your Vision
Strategy Gaps
Debt payoff, retirement contributions, and savings are often managed as separate decisions rather than one coordinated plan. This section looks at whether your existing pieces are working together — and whether you have a specific enough plan to know if you're on track.
Map Your Vision
Growth Leakage
Small inefficiencies in tax positioning and account structure can add up over time. This section reviews how your accounts (Roth, pretax, HSA, brokerage, and others) may be working together — or working against each other — and whether your current approach is proactively revisited or left on autopilot.
Map Your Vision
Protection Gaps
A plan is only as strong as what protects it. This section reviews income protection, insurance coverage, and estate documents to identify areas that may not have been updated recently or may not reflect your current life circumstances.
Map Your Vision
Decision Fatigue
Financial systems that require constant manual attention are more prone to breaking down. This section looks at how automated your current process is — and how much of your financial life depends on you remembering to do something.
Ready to get started? Schedule a Connection Call today to discuss your goals and begin preparing for your personalized Wealth Blueprint session.
Meet Mary Strong
Founder & Lead Financial Advisor
While studying Economics at Brigham Young University, Mary developed a deep appreciation for the role financial planning plays in people’s lives. She has seen how thoughtful financial decisions can create freedom, confidence, and opportunity, as well as how uncertainty around money can lead to stress and anxiety.
Mary is passionate about helping individuals and families navigate financial complexity through comprehensive wealth management. Her approach integrates education, long-term planning, and risk management so clients can make informed decisions and move forward with clarity and confidence.
Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal situation and a qualified legal professional for your personal estate. Wealth by Design is not affiliated with Horner, Townsend, & Kent, LLC.
We are insurance and securities licensed in our resident state of PA, as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.
Our representatives are licensed to offer insurance and security products in our resident state(s) of Arizona, in addition to other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered.
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