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About BCM

MEET US

 

Initial Appointment

Call us at 617-641-2377 to tell us more about you.  You may find the files below helpful.  These documents are optional and are provided to prepare for your initial meeting.

 

Download individual files in the new client packet

 

Meeting Documents:

Initial Meeting Document List

A list of documents to bring to the initial meeting.

 

(InitialMeetingDocumentList.doc)

(InitialMeetingDocumentList.pdf)

 

Data Organizer

A form that lets us know more about you.

 

(BuffCapitalDataOrganizer.doc)

(BuffCapitalDataOrganizer.pdf)

 

Budgeting:

 

Cash Flow Worksheet

 

(CashFlow.xls)

(CashFlow.pdf)

 

Net Worth Worksheets

 

(NetWorth.xls)

(NetWorth.pdf)

 

NAPFA Q&A

 

 

NAPFA Financial Advisor Interview Form

A questionnaire printed by NAPFA with answers relating to Buff Capital Management.

 

(GaylesNAPFAFinancialPlannerInterview.pdf)

 

 

 

 

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