Get Started
The first step is to fill out our Client Fact Finder Questionnaire and book your complimentary Introductory Meeting. Get started here:
Check your email to continue the questionnaire and book your Introductory Meeting!
Feel free to reach out to us via email at Plan@BFinancialAdvisors.com to obtain more information on the firm and what you may wish to bring with you to your first meeting with us.
Our Privacy Policy and mini biographies can be found here and under the About tab. More extensive biographies on our CFP® professionals can be found at the end of the Client Brochure. This outlines our background and experience.
Please note that there is no obligation to move forward in planning after your initial meeting. An official ‘Client Engagement Agreement’ will go out to you in writing, confirming the scope of the project to be done and the cost of this project, outlined by task. It is then your choice to have us complete part of the project or the whole, comprehensive plan at that time.
Client Forms
New Clients are encouraged to complete as much as they can of the forms below. Once complete, be sure to click “Submit” at the bottom of each form. We have included a Document Checklist to outline the items that are often needed to complete your comprehensive plan. You are welcome to contact us via email or phone with any questions and for next steps.
DOCUMENT CHECKLIST
RISK TOLERANCE QUESTIONNAIRE
Please see below for our Disclosure Documents:
