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Below is a quick overview/example of the “SMARTER Planning Process we teach in our online course for families and Financial Advisors [Family Office Blueprint]
During this 90 minute Discovery Meeting, your Certified Financial Planner™ professional will get crystal clear on your financial goals, needs, and concerns.
Before the Discovery Meeting, we will ask you to complete our “Client Intake Form” and we will set up your secure document vault.
The Family Office Blueprint Online Course, we will provide instructions for using your secure document vault to securely upoad any financial documents you want to be a part of your “Gap Analysis”:
The information you provide will allow our team to prepare for a productive Discovery Meeting.
Family Office Blueprint is the best online course for Individual Investors, Families, and Financial Advisors
Family Office Blueprint includes a Gap Analysis. The Blueprint includes 20+ years of financial expertise, thousands of hours of research and training, and a focus on 7 Essential Elements of your Personal Financial Life:
With your Retirement Income Gap Analysis complete, your Family Office Blueprint will help you prepare for a second meeting (in person or virtually via Zoom) to review the findings and recommendations that will become a part of your plan – The Blueprint for Financial Success™.
In plain English, every Financial Advisor should explain exactly what investors can do to improve their retirement income plan.
Your Financial Advisor will also answer any questions you have related to any of the items identified as Gaps in your plan.
At the end of the Gap Analysis meeting, Financial Advisors provide a proposal, including a menu of services with the associated costs so that you (the investor) can decide if working with the Financial Advisor is the best move for you and your family.
Like any doctor, it’s important to diagnose before creating a treatment plan or writing a prescription. After completing the first section of The Blueprint for Financial Success™ you (the investor) will have everything you need to meet with your Financial Advisor to take the next steps. If you’re a Financial Advisor, you’ll be ready to coordinate with the client’s advisory team (in their office or via Zoom):
Investors often need to evaluate more than one possible course of action, taking into consideration your life situation, personal values, and current economic conditions. Evaluation is an important part of any successful plan.
Plan evaluation includes all of the major strategies that have been put in place for the purpose of achieving your goals as an investor. Financial Advisors, CPA and CFP® Professionals who conduct plan evaluations will likely already be using a process similar to what we teach in the Family Office Blueprint Online Course
As an investor, each year your Financial Advisor should offer to Review, Reevaluate, and Revise Your Plan as needed.
Financial planning is a dynamic process and that doesn’t end after each step. Family Office Blueprint will help you and your Financial Advisor regularly assess your financial decisions. Changing personal, social, and economic factors may require more frequent assessments.
If life events affect your financial needs as an investor, your Financial Advisor’s [SMARTER Planning Process] will provide an easy way to adapt to those changes. A regular review of your financial plan (typically on an annual basis) helps your Financial Advisor help you make the needed adjustments to bring your financial goals and activities in alignment with your vision, values, and purpose.
Family Office Blueprint for investors [typically over age 50] who have accumulated investment & retirement assets of $500,000 or more. (Not including real estate.)
Family Office Blueprint includes a Free retirement income & tax evaluation. We will show you how to improve your retirement success and reduce your tax bill before paying us a single dollar.
To identify gaps and opportunities in your financial plan and to help you evaluate the value of our services and make an informed decision about hiring BayRock.
There’s never been a better time than now to gain the clarity, confidence, and contentment that comes from having a Smarter Financial Plan.
Family Office Blueprint (online course) is designed to answer your 3 Big Questions:
Family Office Blueprint (online course) is designed to answer your 3 Big Questions:
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