Get Financial Guidance, Clarity, & Confidence
When you use the BYH financial planning process, you get comprehensive wealth 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.
The people who get the most from the program are motivated professionals who want a custom-designed strategy that organizes their finances, prioritizes their goals, 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 not here to talk 'best theories to maximize your finances." We're here to be your guide to how 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.
We believe that the primary value is in the conversations and discussions we have to provide advice, uncover things you might not even know were there, and help 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.
Still Have Questions About the BYH Financial Planning Process?
The best way to learn more about what we do for our clients is to book a free, 30-minute Exploratory Session with our founder, Eric Roberge.