Get Financial Guidance, Clarity, & Confidence
With BYH's wealth management system, you can make better, more strategic financial decisions to grow your assets - and you don't have to miss out on experiencing life along the way.
Through our team of experts, we deliver custom-designed strategies that provide you with clarity and confidence to optimize your financial life. Here's a peek at our financial planning process:
The BYH Financial Planning Process
Get a Plan You'll Actually Use
A true financial plan is not a one-time deliverable. It's not a giant stack of documents and spreadsheets full of numbers and graphs that miss the context of what the data means for your life.
Financial planning is an ongoing process that helps you make well-informed, mindful decisions about today and tomorrow.
We're here to make sure your money works in the real world, in your actual day-to-day life, to help you enjoy more of what you want right now while still growing your assets and establishing a secure financial future.
Through the conversations we have together, you'll get the advice you need, support required for your goals, and a second set of eyes always looking out for your best interests. BYH helps you get fresh insights into your finances — and your future. After each meeting with your financial planner, you'll get clear Financial Strategy Update that covers:
- Immediate next steps and action items to continue moving forward
- Recommendations on adjustments to make to keep your assets growing
- Detailed breakdowns of every agenda item and topic discussed with your advisor
After that, you're not on your own. Between meetings, you can expect the BYH team to proactively reach out to you with reminders, help with questions or concerns, and make sure you have everything you need to reach the financial success you want.
Ready to Get Your Wealth Management Strategy in Place?
Learn more about what we do for our clients by booking an Exploratory Session with our founder and lead advisor, Eric Roberge, CFP®