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 use the LEAP Model to evaluate how your financial life is built today, and how to bring it back into alignment with your long-term direction.
Where You Are Today
Most financial lives aren’t broken—they’re simply built in pieces. Over time, accounts, investments, retirement plans, taxes, and insurance tend to develop separately. Each decision may make sense on its own, but together they often don’t form a unified system.
In this first part of the Wealth Blueprint Call, we map your current financial picture as it actually exists today—not as isolated accounts or products, but as a whole structure.
The goal is to understand how your financial life is currently built and where it may be operating in silos instead of in coordination.
Map Your Vision
How Your Financial Life Is Working
Once we understand the structure, we look at how it’s functioning through the LEAP Model:
Layout: How your financial life is organized and structured
Efficiency: How effectively your resources are being used across the system
Alignment: How closely your current strategy reflects your goals and direction
Pathway: How clearly your current setup supports your intended future
This is all about evaluating how each part of your financial life interact together. The focus is simple: identifying where things are working in harmony—and where they aren’t.
Map Your Vision
What Alignment Looks Like Next
When we understand how your financial life is currently structured and functioning, we outline what it would take to bring it into better alignment with your goals. This includes:
Areas where simplification or restructuring may be beneficial
Key adjustments that would improve coordination across your financial life
Opportunities to better connect your financial decisions to your long-term direction
A clear, prioritized next step based on your situation
You leave with a defined sense of what alignment actually looks like for you—and what the next step is to move toward it.
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
Your trusted 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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