The BayRock Blueprint
Hi, I’m Jim Munchbach and I wanted to introduce the BayRock Blueprint. It is our signature product.
What is that? The BayRock Blueprint product…
It’s a financial planning tool designed to help you Connect your resources to What Matters Most.
In other words, its a holistic financial planning tool. It’s not a technical planning tool per se, the way a lot of think about financial planning.
The blueprint is a holistic planning tool that’s based on three really simple principles:
Vision.
Values.
Purpose.
Vision
Vision Statement: (Desired Outcomes)
During our first meeting, we craft a very concise “vision statement” that clearly describes your life at some defined point in the future.
What will your life be like when you actually achieve certain specific outcomes.
Your Blueprint helps us help you achieve more than you thought possible and much faster than you can imagine.
Values
We all live according to a unique set of core values.
Your values guide and motivate every decision of your life.
Your core values shape your vision and influence the outcomes in your life.
Purpose
Purpose is something that most Advisors overlook, because most Financial Advisors are sales professionals focused on selling a product or service. Our product is your Blueprint and its designed 100% around your vision, values, and purpose. Your purpose is really the fuel that propels you in the direction of your dreams.
The most basic question everybody faces in life is what’s my real purpose?
Again, fulfilling your higher purpose is not What Matters Most on Wall Street
Connecting your purpose to your all of your financial decisions is at the very foundation of The Blueprint.
The Blueprint is a process that starts with a conversation about your vision, your values, and your purpose.
So that’s the 30,000 foot view of The Blueprint, if you want to learn more go to BayRockBlueprint.com and you can quickly scan or take a deeper dive into much more information about our process, including…
More about What it is
Who its For
How it Works
What it Costs, and
How to get started with a Free Gap Analysis
