FINANCIAL REVIEW FORM

 

 

Please click the link below to begin the BCM Financial Review Form. The online form will gather information about you, your finances, investment experience, risk tolerance, needs, and goals.

The information you provide will be used to create a report with personalized financial analysis and recommendations (Financial Review).  While not all fields are mandatory, your report will only be as detailed as the information provided. 

The estimated time for completion is approximately 20 minutes but may vary depending on the information you have readily available (may be saved for later completion).

After you submit a completed form, we will follow up with any questions and to review next steps.  Please contact BCM with any issues.