Schedule a consultation
Optimize your personal
money management
Discover how to optimize your investments,
reduce your tax burden, and grow your wealth
With the BYH Wealth Management Program,
go from
Chaotic • Uncertain • Scattered
to having
Structure • Clarity • Momentum
Reach your financial potential with our proven process
Discover the difference of
having a strategic plan
Step 1
Let’s Get to Know You
Book an introductory call with us here, and we’ll review your request to confirm that we think we could provide value before approving the call. (If we don't think we're the best fit, we'll provide you with other resources to consider.)
On this call, we want to hear about your financial situation, goals, and any challenges you're facing. We'll also share more about what we do for high-achieving professionals like you.
Step 2
Take the Next Steps Together
At the end of our intro call, we'll mutually decide if there is a potential fit for working together. If so, we will:
- Request some financial data from you to identify immediate areas for improvement
- Share our BYH Wealth Management Process deck for you to review
- Schedule a follow-up meeting to dive into the details together and provide our initial high-level recommendations
Step 3
Review Your Plan & Our Recommendations
Once we have received additional details from you, we will have a 45-minute Zoom meeting to:
- Determine where you stand today and what action items are needed to optimize your finances and investments for long-term success (like making work optional) while funding the lifestyle you want to enjoy
- Answer any follow up questions you may have about your situation, or working with a financial advisor
- Discuss the process of working with BYH, including upcoming action items and opportunities, to develop a full plan with ongoing support
Step 4
Think Through the Best Next Steps for You
After our meeting, you'll have a number of materials to review. We encourage you to take your time to look over everything and decide how you'd like to proceed in addressing your needs. If you have questions along the way, we’re here to help.
We want to support whatever decision feels like the best fit for you. If BYH isn't it, we can recommend other advisors or professionals to contact.
If you do decide to partner with Beyond Your Hammock, we'll help you get started with a Welcome Email that outlines first steps to take as a Wealth Management client.
Request Your Intro Call
Let's discuss your optimal financial plan