Special Offer for Podcast Listeners!$500 UpFront Fee Waived for Podcast Listeners, offer good through the end of summer 2022.

BayRock Subscription-Based Financial Planning services are offered at three pricing levels designed to address three different levels of financial planning needs from simple to more complex. Each subscription level provides additional services. For example, level three includes all of the services listed in levels one and two as well as the “additional services” listed in level three.

The Subscription-Based Financial Planning Fee arrangement is designed to deliver a better value for clients who need ongoing financial advice, planning, and coaching. The Subscription-Based Financial Planning services can be cancelled at any time by the client or by BayRock if either party determines that the Subscription-Based Financial Planning service is no longer providing value.

Three Price Levels

• Wealth Builder: Starting at $125 per Month
• Retirement Strategies: Starting at $250 per Month
• Family and Business: $500 per Month

Level One – Wealth Builder Blueprint, $500 upfront planning fee plus a $125 monthly retainer. Ideal for beginners with typically under $500,000 of investable assets.

The $500 upfront planning fee includes…

Gathering client data,Building a comprehensive financial model,90 minute Discovery Meeting,The Blueprint for Financial Success™

$500 UpFront Fee Waived for Podcast Listeners, offer good through the end of summer 2022.