Who is Family Office Blueprint for?
Family Office Blueprint for investors [typically over age 50] who have accumulated investment & retirement assets of $500,000 or more. (Not including real estate.)
What is the Family Office Blueprint?
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.
Why Family Office Blueprint for Smarter Strategies and Better Results
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.
When to Enroll in Family Office Blueprint
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 help Investors and Financial Advisors create compelling financial plans that result in more clarity, confidence, and contentment (for investors and for the Financial Advisors who serve clients).
*Family Office Blueprint (online course) is designed to* answer your 3 Big Questions:
- When can I stop working?
- How can I reduce my tax bill?
- Where can I improve my Investments?
Family Office Blueprint is our online course for Individual Investors, Families, and Financial Advisors.
Enroll today and book a quick Zoom Call anytime. When you’re ready to talk, we’re ready to listen.
Want To Build a Better Retirement?
SMARTER Planning
Smarter Strategies and Better Results
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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]
Meeting
Schedule Discovery Meeting (typically 60 – 90 minutes)
Financial Advisors use a Discovery Meeting to get crystal clear on about the financial goals, needs, and concerns for each investor.
Before the Discovery Meeting, Financial Advisor will ask you to complete a “Client Intake Form” and then they will set up your secure document vault.
- Sample Client Intake Forms(click here to download PDF)(click here to download Excel)
- Set up your Client Document Vault
- Review [Sample] Privacy Policy and other Legal Documents provided by BayRock (click here to download now)
Family Office Blueprint [the Online Course] includes instructions for using your secure document vault to safely 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 your Financial Advisory Team to prepare for a more productive Discovery Meeting.
Family Office Blueprint is the best online course for Individual Investors, Families, and Financial Advisors who want to manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.
Analysis
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 the Personal Financial Planning Process:
- 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
Recommendations
With your Retirement Income Gap Analysis complete, your Family Office Blueprint will help you and your Financial Advisory Team to 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.
Teamwork
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
Evaluation
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
ReEvaluate and Review
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.
