Case Design
Thoughtful strategy, built around your client.
Case design is where product knowledge, client goals, and execution meet.
It’s also where complexity and time pressure tend to slow advisors down.
Blueprint Core Solutions provides structured case design support, helping you evaluate options, align strategy, and move forward with confidence.
What Case Design Means at Blueprint Core Solutions
Case design is more than picking a product.
We help advisors step back, evaluate the full scenario, and understand how different approaches may serve the client’s objectives, before anything is submitted.
Our role is to support your decision making process with clarity and structure.
Our Case Design Process
1. Submit Your Case Intake
Share relevant client details, goals, constraints, and questions.
2. Strategy Review
We review the scenario and assess potential approaches, trade offs, and considerations.
3. Product Alignment
Products are evaluated in the context of the strategy, not the other way around.
4. Advisor Ready Summary
You receive a clear summary to help you determine next steps with confidence.
No rework.
No scattered notes.
No last minute scrambling.
What You Receive
• A structured case overview
• Clear strategy considerations
• Product options aligned to goals
• A clean summary you can work from
Everything is designed to support your advisory process, not replace it.
Who This Is For
Case Design support is ideal for:
• Advisors managing complex or high value cases
• Advisors short on time but focused on quality
• Advisors expanding into new products or strategies
• Advisors who want consistency and fewer errors
• Advisors who value a second set of experienced eyes
How We Fit Into Your Practice
We DO:
• Support strategy development
• Help organize and clarify options
• Reduce decision fatigue and backend work
We DON’T:
• Meet with your clients
• Make client facing recommendations
• Replace your role as advisor of record
You lead the relationship.
We support the process.
Ready to Start a Case?
Start a Case Design Request
If you’re still in early exploration, you may want to begin with Products to clarify specific questions first.