The Blueprint Path
Professional guidance through every major retirement decision.
You’ve seen how the APPLE system brings clarity.
The Blueprint Path is for educators who want to apply it correctly — with expert guidance, a clear timeline, and confidence that nothing important is missed.
This is not a self-paced program — This is a structured, guided process designed to help you finish your retirement planning the right way.
Who the Blueprint Path Is For
The Blueprint Path is a good fit if you:
- Want expert guidance through complex, often irreversible decisions
- Prefer a clear timeline instead of open-ended DIY planning
- Don’t want to guess whether you’re doing things in the right order
- Value confirmation before making permanent choices
This path is not for educators who want maximum flexibility or to work entirely on their own.
If that’s you, the Self-Paced Path may be a better fit.
How the Blueprint Process Works
The Blueprint Path is a guided 5-phase process, built around the APPLE system and completed over 42 days.
Each week includes:
- A focused guided session with a retirement expert
- Specific work to complete between sessions
- Expert review before moving forward
You’ll always know:
- What phase you’re in
- What to work on next
- What will be covered in the next session
Done-With-You Process
You’re never asked to decide what tools to use or what comes next.
The structure is handled for you.
What's Included
Everything below is used to support the guided process — nothing extra, nothing out of order.
- Full APPLE Retirement Workshop (for reference)
- Digital APPLE Workbook & Binder system
- Printed APPLE workbook
- Physical APPLE Binder with tabs
- 403(b) Decision Guide (print + digital)
- Pension Decision Guide (print + digital)
- Shipping and handling included
Plus, guided weekly meetings
- 60-minute onboarding session
- Five weekly guided check-ins
- Expert review at each step
- Retirement report with up to three hypothetical scenarios
Your Outcome
By the end of the Blueprint Path, you will have:
- A completed APPLE plan
- Clear answers to your major retirement questions
- Confidence that decisions were handled in the correct order
- A professional report you can refer to and share
Many educators describe this as the point where uncertainty finally turns into clarity.
Enrollment & Capacity
The Blueprint Path is a hands-on service.
To maintain quality, we work with a limited number of educators each month.
Enrollment pauses once monthly capacity is reached.
Your Investment
Blueprint Path — $750 (one-time)
This includes full access to the online system, all printed materials, and the complete 42-day guided process with one-on-one support.
Service Bonus
If you complete the Blueprint Path and choose to continue, your $750 is applied toward ongoing service.
If you enroll within 7 days of completion, you’ll retain our preferred ongoing rate.
Because the APPLE plan only helps when it’s carried through.
Current Availability
Only X Blueprint spots remain this month.
Enrollment pauses once capacity is reached.
Apply for the Blueprint
The application helps confirm fit and ensures availability.
It takes about 2–3 minutes to complete.
Current Availability
All Blueprint spots for this month have been filled.
You may join the waitlist to be notified when the next opening becomes available.
Waitlisted educators are notified first when enrollment opens.