Forms, Guides & Tools for Every Step
Start with our two client forms, then explore a growing library of step-by-step guides, calculators, and straight answers — whether you found us five minutes ago or you’ve been a client for years.
to Get Started
& Growing
Anytime
Three Things Before We Begin
A form, a questionnaire, and an hour of your time. Both forms are required before you become a client — doing them first is what makes the introductory call worth an hour. Everything after that is ours to do.
Client Intake Form
Required · Start HereYour financial picture before the conversation: what you own, what you owe, and what you want the money to do. Complete this first so everything that follows starts with context.
Complete the Intake FormRisk Tolerance Questionnaire
Required · Do This SecondRequired before you become a client, and strongly preferred before the call. Complete it after the intake form: it combines the Schwab investor-profile framework with Bull Run’s scenario-based assessment and points to the allocation your answers support. Both forms end with a PDF you keep — and when we have both in hand, Chris can bring a real recommendation to the first call instead of spending it gathering facts.
Complete the QuestionnaireIntroductory Call
Required · With ChrisPick a time and we confirm it. We go through your risk and the full picture of what you own, so the conversation starts with decisions instead of basic data gathering.
Schedule the CallPortfolio Proposal
This is not another required task for you. It is the written recommendation we provide once we understand your situation: the strategy blend, account structure, exact fee, and how it compares with what you own today. Complete both forms beforehand and we can often walk you through it on the introductory call itself.
Cannot get to them beforehand? We can complete them together on the call — it just means the hour goes to data gathering rather than decisions. If you would like us working from your current holdings, email your most recent statements to cpassarelli@bullrunim.com.
Guides, Calculators & Straight Answers
Everything we share with clients, collected in one place — downloadable guides, step-by-step instructions, and the same tools we use in real client conversations. This library grows over time, so check back.
Looking for something that isn’t here yet? Tell us — if a guide or calculator would help you, it would probably help other clients too.
Ask our AI anything about Bull Run.
Ask it here and get an answer in a few seconds, with a link to the page that backs it up. Answers come from this website only — no account access, no lookups.
General information from this website only — not advice and not a recommendation. Past performance does not predict future results.