FINANCIAL EDUCATION WITH A PURPOSE MISSION ABOVE COMMISSION
MAKE MONEY MAKE SENSE

Build a stronger
financial future.
For the people you love.

Protect the people you love. Take control of debt and cash flow. Build toward the future with financial education that connects the pieces, not just the products.

Education first. No pressure, no one-size-fits-all pitch.
PROJECT B.L.A.D.E. FRAMEWORK

The Six Pins of Wealth

YOUR FOUNDATION · SIX CONNECTED PRIORITIES
01Life InsurancePROTECT
02Cash FlowMANAGE
03DebtREDUCE
04Emergency FundPREPARE
05Wealth AccumulationGROW
06Wealth PreservationPASS ON
A clear path starts with clarity.See your priorities. Learn your options. Make your move.
Understand the whyPractical education in plain language
Protect your foundationPut protection before accumulation
Move with purposeChoose a next step that fits your life
ONE CONNECTED FOUNDATION

Six pins. One stronger future.

Your finances aren't six separate problems. They're six connected priorities. Explore each pin to see what it means and why it matters.

PIN 01 / PROTECT

Protection before everything.

A strong plan starts by protecting the people who depend on you. Understand what life insurance does, what it doesn't, and how to think about coverage that fits your family.

  • Identify what needs protection
  • Learn your coverage options
  • Understand costs and trade-offs
Ask About This Pin
LEARN ON YOUR TERMS

What are you working toward?

Pick a topic to explore. The goal isn't to push a product. It's to help you ask better questions and understand your choices.

Have a specific question? ↗
01 / LEARN

Debt Mastery

Explore ways to pay down debt with intention while keeping your bigger financial goals in sight.

Explore this topic
Understand cash flow, payoff priorities, interest costs, and how different approaches affect your liquidity.Talk through debt options ↗
02 / LEARN

Life Insurance

Learn how to think about family protection, policy types, living benefits, and the cost of coverage.

Explore this topic
Learn the differences between term and permanent policies, coverage needs, and where guarantees and limitations matter.Ask about coverage ↗
03 / LEARN

Retirement Planning

Explore strategies for building future income and understanding the trade-offs behind each option.

Explore this topic
Review income goals, market exposure, taxes, liquidity, insurance costs, and how different tools might work together.Explore retirement education ↗
04 / LEARN

College Funding

Make room for your children's opportunities without losing sight of your family's other priorities.

Explore this topic
Compare savings flexibility, time horizons, education expenses, and the trade-offs among different funding tools.Ask about college planning ↗
05 / LEARN

Legacy Planning

Get intentional about what happens to what you've built, and the people you're building it for.

Explore this topic
Learn about beneficiaries, estate documents, liquidity, and when to work with a qualified legal professional.Discuss your legacy goals ↗
A BETTER FIRST STEP

Financial Assessment Review

Not sure where to begin? Start with an honest look at the whole picture, not a product recommendation.

Get Started
THE PROCESS

No guesswork. A clear next step.

We lead with understanding, then education. If a strategy could be appropriate, we help you see what it involves before you decide.

01

Start a conversation

Tell us what you're trying to accomplish. We begin with your goals, not a quote.

02

Review your finances

Our F.A.R. looks at your priorities, cash flow, obligations and financial foundation.

03

Understand your options

Get education and a direction to explore. Any insurance recommendations come through properly licensed professionals.

04

Adjust along the way

As your life changes, revisit the plan and decide what needs strengthening next.

WHY PROJECT B.L.A.D.E. EXISTS

Good financial decisions begin with understanding.

We believe families deserve to understand the strategies behind their financial decisions, not just be handed a product and told to trust the process.

Project B.L.A.D.E. stands for Building Legacies And Developing Entrepreneurs. Our approach centers on practical education, personal responsibility, and a financial foundation built to support the people and goals that matter most.

IntegrityCandorDedicationMission Above Commission
A HUMAN APPROACH

Relationships matter more than transactions.

A few words from people featured on our current site.

Trustworthy, ethical, reliable & provides superior customer service support.
— Lena E.
I know my children, future husband, and myself will be prepared for retirement with your guidance.
— Monica V.

Testimonials reflect individual experiences and do not guarantee specific financial results.

GOOD QUESTIONS WELCOME

Questions before you begin?

You're supposed to have questions. The point of financial education is to get answers you can understand.

Ask Us a Question
Is Project B.L.A.D.E. an insurance agency?

No. Project B.L.A.D.E. is a financial education organization. When insurance services are appropriate, they're provided separately by a licensed insurance professional.

Do I have to buy something to learn?

No. Education is the starting point. The introductory Financial Assessment Review is presented as complimentary. You make your own decisions about any products or services discussed.

What if I don't know where to start?

That's exactly why we use the Six Pins framework. It gives you a way to look at the full picture and choose which area deserves attention first.

Is a particular strategy right for everybody?

No. Different strategies come with eligibility requirements, costs, risks and limitations. What may help one family may not be suitable for another.

YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

A better future starts with one informed decision.

Wherever you are today, there's value in understanding your options. We'll help you take the next step with clarity.

Real conversations. Respect for your choices.