What is the Selanis 17-step Blueprint process?
Short answer: The seventeen-step map is the detailed presentation of one Selanis planning process, not a separate offer. Both entry points explore your values, Money Psychology, happiness styles and Return on Life — alongside investments, cross-border complexity and your definition of enough. Individual, life-led planning that connects your investments, money psychology and definition of enough to a clear path toward retirement, including a baseline withdrawal strategy. Assumes your everyday budgeting is already in hand. The same life-led foundations, with a personal-finance review, couples alignment and deeper retirement planning: how to fund life after work, and prepare for care needs later in life. Blueprint is complimentary with $1M+ in assets under management with Selanis; Life is complimentary with $2M+. These thresholds refer to assets we manage, not total household wealth. Ongoing management fees and applicable fund, custody and third-party costs still apply. Below these thresholds, the relevant planning fee applies.
Written and reviewed by Anthony Walsh, Selanis. Last reviewed 2026-10-07.
Why it works this way
Publishing the whole process removes the main reason people stall. Most advisory firms describe their work as a four-box diagram, so a prospective client cannot tell what they are buying until after they have committed. Seventeen named steps, each with a stated output, can be read in five minutes and judged before any money changes hands.
The order matters more than the list. Six of the first ten steps deal with behaviour, values and the definition of a good life, because a portfolio built before those answers exist is a guess dressed up in arithmetic.
The agreed scope produces your priorities, money history, definition of enough and investment structure in one written plan. Life adds couples alignment, personal-finance review and detailed retirement-income and care planning. The seventeen-step map identifies that additional depth explicitly.
The expensive mistake: Skipping straight to the portfolio
The most common request is to jump to step 13 — tell me what to hold. It is also the request that produces plans people abandon in the first bad quarter, because nothing in the plan is connected to anything they care about.
What to do
- Read the seventeen steps in full — They are published at /blueprint-process, with the output of each step stated.
- Book the free Fit Conversation — Before the planning work begins: forty-five minutes, no obligation.
- Use the decision call to say no if it is not right — Agree the scope and fee in writing before the planning engagement begins.
| Stage | Steps | What happens |
|---|---|---|
| Before engagement | Before 1 | Fit conversation, then scope and fees agreed in writing |
| Understand | 1–6 | Values, happiness styles, money story, Money Psychology and financial facts; couples alignment and personal-finance review in Life |
| Design | 7–15 | Goals, enough number, cross-border position, reserves, protection, capital deployment, investments and retirement readiness; retirement income and care in Life |
| Decide | 16 | One written plan, presented and agreed |
| Act & adapt | 17 and ongoing | Implementation and portfolio reviews through Private Wealth Management |