Who is the Blueprint not right for?
Short answer: Blueprint is not a stock-picking, budgeting-only or clinical service. It assumes everyday budgeting is covered. Couples alignment, retirement-income sequencing and elderly-care planning belong in Life. Selanis does not offer estate planning or draft legal documents. Most clients have $1M+ in investable assets; we also work with selected households from $500K.
Written and reviewed by Anthony Walsh, Selanis. Last reviewed 2026-10-07.
Why it works this way
Saying who it is not for is more useful than another list of benefits. It saves both sides a call, and it is the part of a firm's positioning that is almost never published.
Most clients have $1M+ in investable assets; we also work with selected households from $500K.
The behavioural steps are not optional extras. An engagement where someone declines to examine their money history or their blockages produces a technically competent plan with no grip on the actual decisions, which is a poor use of $3,000.
Therapy is a separate profession with its own licence. The Blueprint includes behavioural coaching and decision design inside a financial planning engagement. If what you need is clinical support, that belongs with a licensed mental-health professional, and we will say so.
The expensive mistake: Hiring a planner to settle an argument for you
A planner can make a couple's disagreement explicit, costed and negotiable. What a planner cannot do is decide which partner is right, and an engagement entered with that hope usually disappoints.
What to do
- Check the fit and scope — Most clients have $1M+ in investable assets; we also work with selected households from $500K. Couples alignment, personal-finance review and deeper retirement planning belong in Life.
- Check your appetite for the reflective work — If the self-discovery steps sound like a waste of time, this is the wrong process.
- Take the free Fit Conversation anyway — It ends with clear next steps even when the answer is that we should not work together.