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Make better, more strategic financial decisions so you can grow your assets without missing out on experiencing life along the way with BYH's wealth management system.

byh financial planning process

Optimize Your Financial Life with the BYH Financial Planning Process

Stop second-guessing whether you're making all the right moves — and start achieving the clarity and confidence to optimize your financial life and increase your net worth. Through our team of experts, we deliver custom-designed strategies that empower our clients to get organized, maximize opportunities, and build wealth. Here's a peak at our financial planning process:

Get Organized

We'll look at what currently exists (and what doesn't) in your financial life, then evaluate what adjustments to make to achieve what you want with your money. This includes identifying opportunities to leverage, as well as challenges we may need to address.

Invest Wisely

We explore various tools and solutions that can accelerate how you grow wealth, and will set a specific strategy to help you develop assets in a way that supports your goals. We also tune out the noise so you can focus on signals that really matter to your investments.

Set Priorities

We’ll discuss your thoughts and ideas about what's most important to you. Once we understand what you want to achieve, or want more of in life, we'll assign a priority rank to each goal and develop an ideal timeline for achieving each.

Implement & Progress

Now you can flip the “ON” switch and implement your financial plan. BYH provides accountability, guidance, and advice along the way, and just as a personal trainer pushes you in the gym, your advisor will coach you to get more from every dollar you use or invest.

Create Your Strategy

We’ll look at the various paths you could take, evaluate probabilities of success and reasonable outcomes for each, then make a decision that aligns with your goals and values to allow you to enjoy your life now while also building wealth for the future.

Review & Adjust

If there’s one thing we can guarantee, it’s that life changes. Financial plans should evolve and change, too. We’ll periodically review and adjust your strategy so that it remains in line with your current financial reality, and your views about the present and the future.

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... but lacking in the context of what all that means for your life.

Financial planning is an ongoing process that helps you make well-informed, mindful decisions about today and tomorrow.

We'll never hand you a 30-page report full of charts, graphs, and complicated, overly academic explanations that look sophisticated, but do a poor job of actually guiding you to the real-life answers you need to get your finances working for you.

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 establishing a secure financial future.

Through the conversations and discussions we have, 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 a concise, plain-English Financial Strategy Update that covers:

  • Your immediate next steps to take to keep your planning moving forward
  • Updates on your net worth or current cash on hand as needed (and recommendations on adjustments to make to keep things in balance or growing in the right direction)
  • A summary of the meeting, and a detailed breakdown 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 a 30-minute Exploratory Session with our founder and lead advisor, Eric Roberge, CFP®