Josh is a financial professional whose practice includes helping families with loved ones with intellectual and developmental disabilities navigate the financial and estate-planning decisions that can affect their loved one's long-term security. As a Chartered Special Needs Consultant® (ChSNC®), Certified Financial Planner™ professional (CFP®), and Accredited Estate Planner® (AEP®), he brings specialized professional training to these issues.

He also brings the perspective of a parent. Josh's son is on the autism spectrum, and his own family spent years navigating misdiagnosis and delayed diagnosis, the IEP process, and the challenge of securing appropriate special-education services. That experience gives him a personal appreciation for how overwhelming it can be for families to understand the many different systems they encounter.

Firm Description

Blueprint for Financial Success (BFS) is a comprehensive financial planning practice in Tysons Corner, Virginia, built around a “design, build, maintain” approach. We help our clients develop thoughtful financial strategies, put those strategies into action, and adapt them as their lives, families, and priorities evolve.

BFS brings together the disciplines that often intersect in sophisticated family planning - including estate planning strategies, special needs planning, insurance, investment advice, retirement planning, and income tax awareness. Rather than considering these issues in isolation, we work collaboratively with clients and their attorneys, accountants, fiduciaries, and other professional advisors so that their financial resources support the objectives of their legal and estate plans.

Our Estate Planning Strategies and Special Needs Planning capabilities are led by Joshua Gonzalez, AEP®, CFP®, ChSNC®. Josh works particularly closely with families seeking to preserve wealth across generations, provide for a loved one with special needs, create dependable funding for trusts, protect inheritances from unforeseen financial risks, and coordinate complex financial assets with a family's long-term wishes.

At BFS, planning is about more than accumulating wealth. It is about giving purpose and structure to that wealth so it can care for the people who matter most, both for today and for generations to come.

Joshua A. Gonzalez, with Blueprint for Financial Success provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Joshua A. Gonzalez, AEP®, CFP®, ChSNC® is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.

Joshua A. Gonzalez, AEP®, CFP®, ChSNC® is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. 8075 Leesburg Pike, Ste. 400, Vienna, VA 22182, (703) 749-3700

Joshua A. Gonzalez, AEP®, CFP®, ChSNC® is also a Financial Adviser offering advisory services through Eagle Strategies LLC, a Registered Investment Adviser.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Joshua A. Gonzalez, AEP®, CFP®, ChSNC® is not licensed in all jurisdictions.  

Neither Blueprint for Financial Success nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Blueprint for Financial Success is not owned or operated by New York Life Insurance Company or its affiliates.

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