Daily Planner
Never miss a deadline or appointment. Organize your day with ease. Prioritize, schedule, and check off tasks to stay focused and productive.
- Smart Reminders & Notifications
- Simple & Intuitive Design
- Flexible for Any Workflow
Monthly Overview
Set it once and forget it. Automate repeating tasks and events to simplify long-term planning.
Break down your monthly goals into manageable steps and celebrate progress as you go.
Plan Better, Live Smarter
Take control of your schedule with powerful daily and monthly planning tools—designed to fit your life, not complicate it.
Forward-thinking IT company through innovation.
At Scaffold, we are more than just a technology solutions provider – we are architects of innovation, builders of digital experiences, and partners in your journey towards success.
We are committed to providing the best service possible.
"Scaffold completely changed the way we develop our websites."
John Jackson
CEO, Jaxxon Agency
Meet the Team: Driving Innovation with Passion and Expertise.
- Strong Collaboration & Communication
- Deep Technical Expertise
- Agile & Solution-Oriented Mindset
The RIA model, with people behind it.
Strategic Blueprint is designed for advisors who want the benefits of true independence, along with a team who can help manage the operational, regulatory and technical demands that come with it. You run your practice your way. Strategic Blueprint helps keep it running.
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Where does Strategic Blueprint fit inside SFA Partners?
SFA Partners consists of three financial services firms: an RIA, an insurance agency and a broker dealer. Strategic Blueprint is the RIA under which advisors operate their fee-based practices.
Who is Strategic Blueprint built for?
Independent advisors who want to operate through an established RIA while maintaining control of their brand, client relationships and business.
Do I have to replace the technology I already use?
No. Strategic Blueprint provides a core technology platform and takes an open-architecture approach. So preferred systems can often work alongside to enhance the core platform.
Can Strategic Blueprint support a hybrid practice?
Yes. Advisors using Strategic Blueprint for fee-based advisory business can register with sister company The Strategic Financial Alliance, Inc. (SFA) for broker dealer business.
See what we can build together
Explore Strategic Blueprint’s technology, pricing, custodial relationships and support for independent advisors. Talk with Michael Bryan, Chief Growth Officer, and learn more.
