QuickStart Financial Planning by BayRock

QuickStart is to BayRock what Gmail is to Google. It’s FREE and loaded with value. Gmail began by Invitation Only. If you received a link to one of our QuickStart videos, YOU’RE INVITED to Subscribe to BayRock's FREE QuickStart Planning Group. Upgrade to Fee Based Financial Planning whenever you're ready!

Gmail QuickStart Story

QuickStart is to BayRock what Gmail is to Google. When did you first hear about Gmail?

Back in 2005, I had a friend (Toby Wise) who sent me an email to let me know that he had discovered this really helpful resource called Gmail. After he opened his Gmail account, he was invited (by Google) to send out 25 email invitations to his friends. I received one of those Gmail invitations and it could not have come at a more perfect time. I just posted this video with my Hurricane Katrina story and how Gmail gave me the ability to make over $100,000 and pay off my house in about 6 months.

SMARTER Strategies and Better Results

Fee Based Financial Planning by BayRock delivers Smarter Strategies and Better Results because our planning process is simply SMARTER:

• S - SignUp To Begin
• M - Meeting Your CFP® Professional
• A - Analysis
• R - Recommendations
• T - Teamwork
• E - Evaluation
• R - Reevaluate and Revise

S - SignUp To Begin

Schedule Introductory Meeting Anytime

• Meet Your CFP® Professional
• Learn more about Fee Based Financial Planning at BayRock
• Booking Link: CFPConsult.com

M - Meeting Your CFP® Professional

Schedule Discovery Meeting (typically 60 – 90 minutes)

During this 90 minute Discovery Meeting, our Certified Financial Planner™ professional will get crystal clear on your financial goals, needs, and concerns.

Before the Discovery Meeting, we will ask you to complete our “Client Intake Form” and we will set up your secure document vault.

• Complete Client Intake Form
• (click here to download PDF)