Get Started
The first step is to fill out a Client Fact Finder & book your initial complementary 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 Client Brochure, which describes how we do business is linked in this section.
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.
FACT FINDER
DOCUMENT CHECKLIST
RISK TOLERANCE QUESTIONNAIRE
Please see below for our Disclosure Documents:
PRIVACY POLICY
POLICIES & PROCEDURES + CODE OF ETHICS
CLIENT BROCHURE
Book Now
We request, for your privacy and those we work for, that you make an appointment to meet with us.
Our appointment hours are 10:00 a.m. until 6:00 p.m. Monday through Thursday. Earning and maintaining your trust is always our priority. We look forward to having the opportunity to work with you and for you.
