Thanks for completing our Special Offer Form, we will make sure you don’t get charged the normal $500 setup fee if you choose to hire BayRock.
Next Steps
5 Minute Risk Survey
If you haven’t already done so, please take our 5 Minute Risk Survey. We will get an email to let us know Your Risk Number once you’ve completed the survey.
Client Intake Form
BayRock’s client intake form is a questionnaire we use to onboard new clients. It asks you to provide information that can help us determine whether you are a good fit for our services and it helps to shape our financial planning strategies to better address your financial planning and investment management needs, interests, and pain points.
Financial Plan Organizer
Our Client Intake form can also serve as a helpful organizer for your family or business. While many of the items listed on our client intake form may not be relevant to your specific situation, we have found that many of the items listed on our client intake form will prompt our clients to consider taking action in some areas of financial planning that may not have been on your radar screen.
Client Intake Form Download Links:
Personal Information
We will need the first section of your Client Intake Form completed in order to set up your client file. The first section of the Client Intake Form contains all of the personal information that will be needed in the first phase of the onboarding process.
Create Account
BayRock has partnered with to provide the best financial planning experience possible. In order to get started with your financial plan, you will need to establish an account at RightCapital. Whether you want to create an account or update your plan, you can
Book Zoom Meeting Anytime
When you’re ready to meet for your next Financial Planning Session, you can visit or visit BayRockFinancial.com where you’ll find a link to
