How The Full Blueprint Works

Who it’s for

It fits a particular household. If this does not sound like yours, the ten steps are still worth reading but coaching may not be the right spend for you yet.

A salaried household earning about $200,000 or more before tax, in a profession you cannot easily restructure: medicine, dentistry, nursing, law, engineering, technology, aviation or a senior role.
Equity in the home you live in, sitting still.
A federal tax bill large enough that shaping it legally is worth real effort and nobody has shown you how.
The willingness to be coached weekly for a couple of months and to take your own decisions with your own CPA and attorney.

The journey

Coaching runs in three stages. The ten steps of the framework are what happens inside them, in order, each one building on the one before it.

Find

Get the true picture before anything moves. What your home is worth, what is realistically available to work with and what a first rental property would need to look like for the plan to make sense.

Know your equity: a clear number for what your home is worth and how much of it could realistically be put to work.
Put idle equity to work: how the equity you already have could fund a first rental property, without selling the home you live in.
Find the right property: what to look for and what to avoid, with live reviews of real deals in your sessions.
Run the numbers on the deal: realistic rent, real expenses and what the return looks like if things do not go perfectly.

Connect

Bring in the professionals and put the structure in place. Before you commit to any financing or any purchase, your own CPA reviews the tax side and your own attorney reviews the legal side. Those are their calls, not ours and nothing in coaching replaces them.

Structure the entity: the basics of LLCs and asset protection, with introductions to formation providers. Your attorney makes the legal call.
Acquire the property: coaching through the offer, the contract and the closing, from the first offer to the day you get the keys.

Grow

Put the tax side to work if you qualify and then do it again. Every number here depends on your own facts and your CPA confirms what applies to your return.

Accelerate depreciation: how a cost segregation study can move a meaningful share of the building's deduction into Year 1, depending on your facts.
Review loss eligibility and records: whether real estate professional status or material participation in a short-term rental is even open to you and the records each one needs. Only if you qualify and your CPA decides.
Adjust your withholding: if the plan is working and you qualify, some of the benefit can show up in your paycheck rather than only at year-end.
Reinvest and repeat: what you keep from one property can help fund the next, depending on your facts.

Your team

You are not handed a course and left alone. You work with a Blueprint Coach every week and the professional decisions stay with licensed professionals.

Your Blueprint Coach: Experienced real estate finance professionals who help you find and analyze short-term rental properties in markets we have researched. They coach; they do not arrange financing and they are not your tax or legal adviser.
Your CPA: Yours or an introduction from the Partner Circle if you would like one. Every tax position on your return is their call and they are the person who confirms whether anything here applies to you.
Your estate attorney: Yours or an introduction. Entity structure and asset protection are legal decisions and belong with a lawyer.
Your financial adviser: Yours or an introduction, if you want a second view on how a property fits the rest of your plan.

You choose every professional you work with. An introduction is an introduction, their fees are billed by them, and no referral compensation of any kind is offered or accepted in either direction.

Short-term or long-term rentals

Most people arrive assuming one or the other. The honest answer is that it depends on three things and we work through them with you rather than for you.

Feasibility: What the property, the market and the local rules actually allow. Short-term rentals are regulated town by town and a market that worked last year may not permit new licences this year.
Reliability: How steady the income is likely to be. A long-term tenant is one decision a year; a short-term rental is a small business with a season and both can be run well or badly.
Usability: Which one you can live with. Material participation in a short-term rental takes real hours of your own time and it only counts if you qualify and your CPA confirms it. A long-term rental asks less of you and offers a different tax picture.

We coach both. The point of the sessions is to choose the one that fits your life and your facts, not the one that sounds better in a headline.

What’s included and how long it takes

Weekly one-on-one sessions with your Blueprint Coach, for as long as the plan takes.
A written step-by-step plan for your household, updated as things move.
Live reviews of real properties in your sessions, before you commit to anything.
Introductions to CPAs, estate attorneys, cost segregation specialists and formation providers. You choose who you use and their fees are billed by them.
The calculator and the framework and someone to go through your own numbers with.

Most households work through the steps in 60 to 120 days, depending on how quickly a property that fits turns up and how fast your own professionals move. It is not a fixed course with an end date; the sessions continue while the plan is in motion.

Our Twelve-Month Guarantee

Our Twelve-Month Guarantee: clients who come to their one-on-one sessions (up to four missed sessions are allowed, and if we reschedule, the twelve months are extended) and still aren't happy with the results at twelve months get their coaching fee back. The full terms are in the written agreement. It's about the coaching we deliver, not a promise of any financial result.

What coaching is not

Not tax, legal or investment advice. Your CPA and your attorney make those calls.
Not a lender, a broker or a mortgage service of any kind. The Full Blueprint does not offer, arrange or provide loans, and coaching does not require or discount the use of any lender.
Not a promise of any financial result. Every figure you see anywhere on this site is an estimate built from your own inputs.
Not a property manager, a realtor or a guarantee that a property will be available when you want one.
Not a way around the rules. Everything in the framework depends on qualifying and qualifying depends on your own facts.

Questions people ask

Do I need to have bought a rental before?: No. Most clients have not. The framework starts at the house you already own.
Do I have to sell or leave my home?: No. The plan works from the equity in the home you live in and you stay in it.
Will this lower my tax bill?: It might, if you qualify and your CPA confirms it. That is the honest answer and anyone who gives you a firmer one without seeing your return is guessing.
Do you arrange the financing?: No. Coaching never arranges financing of any kind. You choose your own lender and your coach does not take part in that decision.
Where do the properties come from?: You choose the property. Your coach helps you find and analyze options in markets we have researched and reviews real deals with you in your sessions.
What if I am not in Florida?: The program is national. Coaching is not tied to where you live.
How much of my own time does it take?: A weekly session plus the homework between sessions. If you go the short-term rental route and want to rely on material participation, that takes real hours of your own time and only counts if you qualify.
What happens on the first call?: Fifteen minutes: where you stand, what the ten steps would mean for your situation and whether a longer conversation is worth your time.

The next step

The next step is a 15-minute call. A quick look at where you stand, what the ten steps would mean for your situation and whether a longer conversation is worth your time. If it is not a fit, we will say so on that call.

Start free then book your call Run your own numbers first

The 15-minute call is complimentary. You'll open a free Blueprint Community account first. It takes a minute and the booking link is waiting inside it.

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No referral compensation of any kind is offered or accepted.