The Bluestone Process - Bluestone Financial

The Bluestone Processfor Wealth and Well-Being

Process: a series of actions or steps taken in order to achieve a particular end

Together with our clients we follow the Bluestone five-step process for securing wealth and enjoying well-being; we walk this journey together with our clients, our interests are aligned.

The five steps build on each other, creating a synergistic flow.  All five are continuously reviewed and uniquely applied to each client’s evolving life.
Clients are welcome to approach The Process in any way that is personally comfortable; begin where you are most comfortable, drill deeper into any step that you are drawn to, and if any step doesn’t interest you, leave it out for the time being.

The Bluestone Process is highly adaptable, and highly effective, in whatever mode of application clients choose.
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Bluestone Financial


Wealth Management

  • projections for growing, securing, and receiving income from investments guide each client's investment decisions
  • clients’ balance sheets are central; securing wealth is key
  • tax minimization strategies are considered at each step
  • estate plans are regularly reviewed and updated


Personal Expression

  • the process is tailored to reflect each client’s lifestyle
  • the process is implemented at each client’s discretion
  • each client’s evolving life directs ongoing planning


Behind The Scenes Care

  • we accurately manage the details for each client
  • we continuously research top success strategies
  • we personally live The Bluestone Process
  • we are supported by professionals and colleagues


Growth Investing

  • we pursue superior long-term investment results
  • we search for top money managers
  • we monitor them with ongoing due diligence
  • we utilize professional portfolio management


Bluestone Community

  • clients’ progress is reviewed in regular personal meetings
  • Bluestone Seminars keep clients inspired and connected
  • Bluestone Memos keep clients informed and in the loop
  • Terry & Patty remain available and responsive to clients

Let’s connect. We’re happy to hear from you.

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