Course Curriculum

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    1. Welcome to Blueprint!

    2. Glossary

    3. Using the Course Site

    4. How to Complete Worksheets

    5. BONUS! When We Can't be There...

    1. Mission: What is it?

    2. Mission: How to Build It

    3. Mission: Examples

    4. Worksheet 1: Draft Your Mission

    5. Customer Persona: Who is Your Person?

    6. Customer Persona: Qualifying & Quantifying

    7. Customer Persona: B2C vs B2B

    8. Worksheet 2: Customer Persona

    9. STOP! It's time to schedule an appointment with your Blueprint Advisor!

    1. Branding: Elements

    2. Reflection: Branding

    3. Marketing

    4. Sales & Service

    5. Reflection: Sales & Service

    6. The Flywheel

    7. Worksheet 1: The Flywheel

    8. STOP! It's time to schedule an appointment with your advisor!

    1. Revenue

    2. Metrics

    3. Metrics & Goals

    4. Metrics & The Flywheel

    5. Expenses

    6. Expenses Exercise

    7. Financial Projections: Web Visits

    8. Financial Projections: Your Expenses

    9. Financial Projections: Now What?

    10. Accounting: Shopify & Square

    11. Accounting: Bookkeeping

    12. Accounting: Quickbooks & Wave

    13. 🎉 BONUS: Bookkeeping Basics Youtube Playlist

    14. Worksheet 1: Identify Revenue & Metrics

    15. Worksheet 2: Setting up Tracking & Accounting Systems

    16. STOP! It's time to schedule an appointment with your advisor!

    1. Worksheet 1: Use of Time (pre-work)

    2. Classification Exercise

    3. Classification: Delegate

    4. Classification: Automate

    5. Classification: Eliminate

    6. Classification: Add

    7. Outsourcing: What is it?

    8. Outsourcing: Examples

    9. Delegation: What is it?

    10. Delegation: Examples

    11. Automation: What is it?

    12. Automation: When to do it

    13. Elimination: What is it?

    14. Elimination: Examples

    15. Addition: What is it?

    16. Addition: Examples

    17. Unlocking Capacity Conclusion

    18. Resource: Unlocking Capacity Implementation Guide

    19. Worksheet 2: Use of Time

    20. STOP! It's time to schedule an appointment with your advisor!

    1. Self Reflection

    2. Intro

    3. SMART Goals: What are they?

    4. SMART Goals: Milestones

    5. SMART Goals: How to Set Them

    6. Worksheet 1: SMART Goals

    7. Self-Care & Well-Being: Paying Yourself & Budgeting

    8. Self-Care & Well-Being: Credit Scores

    9. Self-Care & Well-Being: Banking

    10. Self-Care & Well-Being: Insurance

    11. Self-Care & Well-Being: Retirement

    12. Self-Care & Well-Being: Exit Strategies

    13. Self-Care & Well-Being: Good Business Practices

    14. Resources: The 5 Cs of Credit

    15. Resources: Cleveland BGC

    16. Resources: Funding Resources

    17. Follow-Up Reflection

    18. 🥳 CONGRATULATIONS! Now What?

    19. Download your Completed Business Blueprint Here

    20. Blueprint Survey
  • 83 Lessons
  • 2.5 Hours of Video Content
  • More than 5 hours of free 1-on-1 advising

Your Instructor

Arcie Petty

Arcie Petty is passionate about helping individuals, families, and entrepreneurs build a stronger financial future through thoughtful planning and personalized guidance. As part of M.A.P. Advisory, he works closely with clients to develop tailored strategies for retirement planning, wealth accumulation, insurance protection, and legacy planning. By combining practical financial expertise with a hands-on approach, Arcie helps clients gain clarity, make confident decisions, and create long-term financial security for themselves and future generations.