The first step is to fill out a Client Fact Finder & book your initial complementary meeting here. 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, can be found here.
After expressing interest in our services, we will send you our Privacy Policy and our CFP® professional biographies so you know our background and experience before getting started. We will explain the planning process to you at this meeting. Please note that there is no obligation to move forward in planning after this 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.
We request, for your privacy and those we work for, that you make a prior 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.
