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Learn More About BlueSky
Download our “Year In Review” booklet to see how we’re already helping others reach financial independence.
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Client Testimonial
“I originally selected BlueSky because they are a non-commission based fiduciary. The services they provide are much more than that.
They made sure all of my estate documents were up to date. They analyzed all of my insurance policies helped me fix life insurance and annuities. At age 65 they helped me through the Medicare maze which saved me a lot of time.
There is so much more they have done which has exceeded my expectations. I trust them to guide me so that I achieve the retirement and legacy inheritance goals I have for me and my family. I have a great advisory team consisting of tax planners, estate planners and investment management and advisors. My BlueSky team sits in on almost all of these meetings and have provided much needed guidance and insights.
In fact, they have organized many of the needed meetings to deal with complex tax and estate planning issues. Most importantly, I’ve gotten to know my BlueSky team and feel that they are not just friends, but a loved part of the family.”
Ron and JulietIndian Rocks Beach, FLBlueSky clients since 2021
Our Low-Pressure Process
We’re fee-only fiduciary advisors, not salespeople. We’ll take our time getting to know you and mutually decide if we’re a good fit.
Step 1 - Discovery Conversation
Let’s take some time – either in person or over the phone – to get to know your situation and goals better and answer any initial questions you have.
If it seems like we’re a good fit, we’ll gather some additional information and schedule a follow-up Zoom call to dive deeper into the specifics of how we can help.
Step 2 - Data Gathering
Our next step is gathering a little more information to provide a complimentary second opinion and dial in our service proposal.
We’ll provide a secure upload link to review key items like your recent investment account statements, business financial statements, and tax returns.
This information helps us better understand your situation and where we can add value. Plus, it helps us calculate how much our services will cost. (Learn more about our unique complexity-based pricing model here.)
Step 3 - Proposal Review Call
Once we have your documents, we can set up a Zoom call to continue the conversation and discuss how we could work together.
We’ll provide a second opinion on any weak spots or concerns in your current situation, where we can add value, and how much our services will cost.
We’ll review your proposal with you on the call, but don’t worry — we won’t ask you to sign on the spot. We encourage you to take your time to decide what’s best for you and your family.
Step 4 - Sign On & Get Started!
We’ll hit the ground running as soon as you’ve decided to sign on as a BlueSky client.
You and your dedicated advisory team will schedule your kick-off meeting and start building momentum together!