The Financial Blueprint by BayRock helps independent women and their families create simplicity and stability by building wealth, protecting assets, and staying focused on What Matters Most.
The Product is a Process
- The Financial Blueprint by BayRock utilizes the most current and secure technology to design and deliver holistic financial planning and investment management.
- The Financial Blueprint is a subscription-based package starting at $100 per month.
- The Financial Blueprint by BayRock is a Total Wealth Management System designed for Independent Women and their families.
Check Our Pricing
The Financial Blueprint was designed by a team of Financial Advisors and a Certified Financial Planner™ practitioner while working on Wall Street at Morgan Stanley.
BayRock Financial, LLC is a Houston-based Independent RIA with offices in the UH Technology Bridge.
- Our mission is to help individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.
- Our primary marketing efforts are directed at Women (executives, business owners, and any women who recognizes the need for a different approach to financial planning — different from the current Wall Street model that focuses on fees generated by Assets Under Management).
In my family, in the last year alone, we have lost three men. Each of these men left a widow behind, including my mother. We have a tremendous amount of market research demonstrating that women live longer than men, women have unique issues related to retirement payment, and women are drastically under represented in the current Wall Street/financial services model.
Smarter Strategies and Better Results
- The Financial Blueprint by BayRock delivers Smarter Strategies and Better Results because we start by getting to know What Matters Most to each client.
- Next, we conduct a thoughtful “Gap Analysis” coordinating our efforts with the client’s Financial Advisory team (CPA, estate planning attorney, insurance agents, etc.).
- From there, we make recommendations based on our findings (Gap Analysis).
Advisor Coordination
- The Financial Blueprint by BayRock allows the Financial Advisory team to collaborate during the planning process.
- Clients experience more clarity and confidence because they know everyone working on their “Blueprint” is focused on What Matters Most – to them.
- Instead of being focused on Selling Something
Clarity, Confidence, And Contentment
The Planning Process
- Discovery
- Design
- Recommendations
- Agreement
- Implementation
- Monitoring
When it comes time to implement the plan and subsequently to monitor the plan, the client experiences a greater level of contentment because they have a high level of clarity and confidence regarding each element of their financial plan (The Financial Blueprint by BayRock).
The client’s Financial Advisory team continues to work together delivering Smarter Strategies and Better Results — for the families and communities who are impacted by the client’s commitment to proactive planning.
