Get Financial Guidance, Clarity, & Confidence
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.
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 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®