Get Financial Guidance, Clarity, & Confidence
When you use the BYH wealth management system, you get a process for comprehensive financial planning and investment management that allows you to make better decisions about how to use your money as a tool to live the life you want.
How Does the BYH Financial Planning Process Help You?
With our guidance through this system, you can move away from uncertainty and stop second-guessing whether you're making all the right moves — and start achieving the clarity and confidence you need to create, build, and keep wealth.
Those who get the most from our programs are achievement-oriented professionals who value custom-designed strategies to get organized, maximize opportunities, and builds action plans to create and grow wealth, so your money is working as hard for you as you worked to earn it.
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®