Family Office Blueprint

Enroll in Family Office Blueprint Online Today!

• Meet Jim [CFP® Professional]
• Get to Know the Family Office Blueprint
• Book Family Office Blueprint Zoom

Before You “Signup” with a Financial Advisor!

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]

Schedule Discovery Meeting (typically 60 – 90 minutes)

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.

• Complete Client Intake Form

  (click here to download PDF)

  (click here to download Excel)

• Set up your Client Document Vault
• Review BayRock Privacy Policy and other Legal Documents (click here to download now)

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”:

• Tax Returns
• Investment Statements
• Estate Planning Docs
• Insurance Policies

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:

• Retirement Income and Expenses
• Risk Management and Insurance Review
• Estate Planning
• Education Funding for Children and Grand Children
• Tax Planning Strategies
• Investment Strategies
• Cash Flow Before, During, and After Retirement

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):

• CPA or Accountant
• Family or Business Attorney
• Insurance Agent(s)
• Investment Advisor
• CFP® Professional

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.