Thanks for visiting our QuickStart Financial Planning page. As you move forward with BayRock, we are committed to helping you manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. To help you “Get Started”, we’ve created this page to highlight important steps in the onboarding process. As always, you are welcome to book a anytime you need a little one-on-one Financial Coaching.
QuickStart Financial Planning Documents
Each of the following documents can be downloaded simply by clicking the link below:
– Required to be sent via Email
Client Intake Form –
Client Intake Form –
QuickStart Financial Planning Links
Here are a few links you’ll need as you get started with your Fee Based Financial Planning with BayRock:
with Jim Munchbach, CFP® Professional
QuickStart Intro Video
Once you signup, we’ll send you a notification whenever we add a new video to our QuickStart Series. These videos are short tutorials to help you take advantage of the features and benefits included in our Fee Based Financial Planning packages.
QuickStart Video Series
Setup Your Plan
5 Minute Risk Survey
Client Intake Form
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PDF Version
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Excel Version
BayRock Legal Documents
QuickStart Financial Planning Subscriptions
To learn more about Fee Based Financial Planning services by BayRock, please click on the links below:
SignUp via Email Please
Our QuickStart Planning Page highlights important steps in our Fee Based Financial Planning Process, please signup to receive email notifications when we update this page.
Financial Planning Process
SMARTER Strategies and Better Results
Fee Based Financial Planning by BayRock delivers Smarter Strategies and Better Results because our planning process is simply SMARTER:
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S – SignUp To Begin
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M – Meeting Your CFP® Professional
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A – Analysis
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R – Recommendations
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T – Teamwork
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E – Evaluation
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R – Reevaluate and Revise
S – SignUp To Begin
Schedule Introductory Meeting Anytime
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Meet Your
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Learn more about
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M – Meeting Your CFP® Professional
(typically 60 – 90 minutes)
During this 90 minute Discovery Meeting, our 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.
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Complete Client Intake Form
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Set up your Client Document Vault
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Review BayRock Privacy Policy and other Legal Documents
In your Financial Planning 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”:
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Tax Returns
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Investment Statements
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Estate Planning Docs
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Insurance Policies
The information you provide will allow our team to prepare for a productive Discovery Meeting.
If BayRock isn’t the best choice for your family or business, we’ll gladly point you to another professional who can better serve your needs.
A – Analysis
Our Gap Analysis 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:
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Retirement Income and Expenses
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Risk Management and Insurance Review
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Estate Planning
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Education Funding for Children and Grand Children
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Tax Planning Strategies
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Investment Strategies
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Cash Flow Before, During, and After Retirement
R – Recommendations
With your Retirement Income Gap Analysis complete, your Certified Financial Planner™ professional will offer a second meeting (in person or virtually via Zoom) to review our findings and recommendations.
In plain English, we’ll explain exactly what you can do to improve your retirement income plan.
We will also answer any questions you have related to any of the items we identified as *Gaps* in your plan.
At the end of this meeting, we’ll provide a proposal, including a menu of services with the associated costs so that you can decide if working with BayRock Financial is the best move for you and your family.
If you need more time to think about it — no worries. We’re ready when you’re ready.
T – Teamwork
Like any doctor, it’s important to diagnose before creating a treatment plan or writing a prescription. After our Discovery Meeting, our team coordinates with your advisory team (in our office or via Zoom).
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Your CPA
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Your Family or Business Attorney
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Your Insurance Agent(s)
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Your Stock Broker (if needed)
E – Evaluation
We 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.
R – Reevaluate and Revise
Your BayRock CFP® Professional will help you Review, Reevaluate, and Revise Your Plan as needed.
Financial planning is a dynamic process and that doesn’t end after each step. We’re here to help you regularly assess your financial decisions. Changing personal, social, and economic factors may require more frequent assessments.
If life events affect your financial needs, our Fee Based Financial Planning process can provide an easy way to adapt to those changes. A regular review of your financial plan (typically on an quarterly basis) helps us help you make any needed adjustments to bring your financial goals and activities in alignment with your vision, values, and purpose.
The 3 Big Questions
QuickStart Financial Planning course was designed to quickly answer your 3 Big Questions:
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When can I stop working?
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How can I reduce my tax bill?
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Where can I improve my Investments?
Build a Better Retirement
Thanks for visiting our QuickStart Planning Page. Please bookmark this page and refer to it throughout your onboarding process.
