Apply to Become a Bargeld Financial Client
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We provide client-needs-centered financial planning services that seek incorporating all aspects of a client’s financial life into client-needs analysis, discretionary asset management and portfolio monitoring. As you complete life’s various transitions, your wants and needs will change f with periodic reset of your priorities. Your custom financial plan will include the following:

· Discretionary Asset Management (if you elect implementing your financial plan with management and monitoring by our team)

· Financial Resource Needs Analysis

· Budgeting

· Cashflow Analysis

· Debt Management

· Risk Management and Insurance (Needs Analysis)

· Tax Planning

· Long-Term Care Planning

· Educational Needs Planning

Bargeld Financial charges an hourly fee of $250 for financial planning services. The Company may negotiate this fee with the client, depending on the client’s financial situation, the complexity of the scope of the financial plan, and the client’s objectives. Financial planning services, which the company provides on an hourly basis, do not create an asset management relationship between the client and Bargeld Financial.

Bargeld Financial will not require prepayment of a fee in excess of $1,200, more than six months in advance.

For completion of a full financial plan, the client will pay 100% of the financial planning fees with a cost stated or negotiated at, or below, $1000 up-front, as shall have been agreed on by the client and Bargeld Financial. For financial planning services whose costs exceed $1,000, the client will pay $1,000 up front. The client will then pay the remaining sum on a pro rata basis, as the Advisor completes the planning tasks and tenders the planning project deliverable.

Hourly financial planning/consulting-based fees, which are, otherwise, not paid upfront are calculated and payable at the completion of each session. In some cases, the hourly fees may be paid weekly, monthly, or periodically, in arrears.

You may terminate the Agreement for financial planning services by providing written notice to the Firm. You will incur a pro rata charge for services rendered, and portion(s) of work completed prior to the termination of the Agreement.

Our financial planning services will give you the following additional benefits:

· A 60-minute quarterly-to-biannual review follow-up/meeting

· Development of an Investment Policy Statements (for clients who do not already have an IPS)

· An annual review meeting

· Quarterly Performance Reports

You may have Bargeld Financial implement and monitor your portfolio following creation of your financial plan. For information on our asset management, and other, services, please review our Form ADV Part 2A (Brochure) and Form ADV Part 2B (Brochure Supplement).

Please alse see the company's Brochure (Form ADV Part 2) for our refund policy on financial planning fees. You can download our Brochure from the Securities and Exchange Comission's (SEC's) Investment Advisor Public Disclosure (IAPD) web page. Click on radio button labeled "Part 2 Brochures" to automatically download our firm's Brochure. 

Click here to download our firm's Form ADV Part 2A (Brochure) and Part 2B (Brochure Supplement) from the SEC's website.

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Spouse's/Partner's First and Last Name (if applicable)
Spouse/Partners Email Address
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How did you find out about Bargeld Financial? *
Have you ever worked with a financial advisor? *
Date of Birth *
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In what state do you live? *
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What is your estimated total household annual income? (you and your spouse/partner combined) *
What is your estimated individual annual income? (exclude your spouse's/partner's income)
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What are your estimated annual expenses? *
How many dependents do you have who are below 18 years old?
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How old is your youngest minor dependent? If you do not have a dependent who is below 18 years old, enter "N/A"
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How much do you have in cash or cash-equivalents assets? (checking/savings/money market accounts) *
How much do you have in investment (non-retirement) accounts?  Please list accounts and values below. *
If you have other investments, please list them here. These can include:

1. Real Estate (primary home, vacation home(s), and rental income home(s)), 
2. Business Assets, 
3. Stock Options (Income Stock Options and Non-qualified Stock Options), 
4. Employer Stock (Employee Stock Purchase Plan,  Employee Stock Ownership Plan, and  Restricted Stock Units ), 
5. 529 Plans, 
6. Health Savings Accounts (HSA), 
7. Angel Investments, 
8. Private Company Investments, 
9. Art and Jewelry,
10. Annuities, Life Insurance Cash Value, 
11. Cryptocurrencies and
12. All other investments
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How much debt do you have? (Please break down the type(s) of debt you have, their amounts, and interest rates - The breakdown can be as follows:

1. Mortgage(s), 
2. Student loans, 
3. Auto loans, 
4. Credit card debt, 
5. Margin loans, 
6. Business loans, and 
7. Other types of loan(s)
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How much total retirement savings do you have? (Please include 401(k)s, 403(b)s, IRAs, Roth IRAs, Pension, etc.) *
What motivated you to reach out to Bargeld Financial? (Common reasons include you thinking about):
1. Retirement,
2. Starting a family,
3. Starting a business,
4. Generating passive income,
5. Purchasing or building a home,
6. Saving money for your children's education
7. Gaining Financial Independence at age _______,
8. Other (Please list goals below in order of importance)
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When are you looking to take action on hiring a financial planner?
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Can we add you to the Bargeld Financial Newsletter list?
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