Client Onboarding Process

Welcome to BayRock! Our Client Onboarding Process is designed to set the stage for your financial success. 

Our Mission

At BayRock, we’re dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. We’ll be here every step of the Financial Planning Process, including the client onboarding process. Let’s take a few minutes to highlight the first steps we employ to ensure a smooth and seamless transition to help you get started as a new BayRock Client.

Step 1: Quick Call To Kick Things

Once you’ve decided that you’re ready to start working with us, we’ll schedule a quick call to go over the next steps and review all the information that’s already been gathered. This helps us to know if we’re missing anything so we can start preparing your paperwork to get the ball rolling.

Step 2: Get Your Risk Number

To initiate the Financial Planning Process, you will complete a quick risk questionnaire. This questionnairecomprises a series of targeted questions designed to evaluate your financial goals, investment knowledge, time horizon, and risk preferences. By analyzing your responses, RiskAlyze generates valuable insights into your risk tolerance and creates Your Risk Number. Click here to Get Your Risk Number.

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