BYH Financial Planning Process

For high-achieving professionals
in Boston & beyond

You make good money. But do you have an intentional strategy to optimize every dollar so you can live well while growing wealth?
Who We Help

Go from "high income"
to real, lasting wealth

Earning a big salary with grants of equity compensation is an incredible opportunity - and one that can go to waste if you don't have a systematic, intentional framework to put every one of those dollars to work building the life you truly want.

Using our structured approach to optimizing how you manage your money means getting to enjoy more of what you want right now, while still planning responsibly for tomorrow. We'll be your guide through a collaborative, integrated, and strategic financial planning process designed to give you more freedom and flexibility.

For high-achieving professionals juggling demanding careers with young families who want to:

Check Mark

Ensure the money you saved is invested wisely according to a rules-based, risk-adjusted system so your assets can grow.

Check Mark

Use your money as a tool to live well today while still planning wisely for tomorrow.

Check Mark

Accomplish bigger financial goals while leveraging your time by outsourcing strategy and execution to an expert.

Check Mark

Have a sounding board to use to validate your ideas, and an experienced guide to help navigate uncertainties.

Happy couple with a baby
Smarter money management

Grow wealth, live well

BYH helps those navigating their career while establishing wealth, experiencing major life transitions, and growing families. We work with:

  • Couples in their 30s or 40s with $500,000 or more in household income, who want support and clarity around financial decisions, especially as your life expands and things feel more complex
  • Tech employees with complex compensation structures; your earnings come from a combination of wages, bonuses, commissions, and equity compensation
  • Good savers with cash balances that you know you need to invest wisely to grow wealth
  • Busy families who value being proactive and having a plan - and love executing once you have a specific strategy to follow
  • Folks who want to strike a balance between enjoying life now while also growing wealth for a financially secure future

Get started by requesting your BYH One-Page Financial Plan here

Wealth management and financial advice, catered to you

We’ll collaborate with you to fill the gaps in your plan, minimize errors, and optimize your path to what you want.

GO ON OFFENSE & GET PROACTIVE
  • Set up a system for spending and saving that allows you to enjoy more of what you want in life now, without jeopardizing your future financial security
  • Understand the true costs and benefits of each choice when you reach critical inflection points in life — like when you're looking at a career change, starting a business, beginning a family, buying a home, or working toward financial freedom
  • Plan for opportunities and mitigate risks along the way, all while keeping your goals and values in mind so your financial strategy reflects what matters most to you
INVEST STRATEGICALLY & GROW WEALTH
  • Ensure you fully understand where every dollar is best allocated in order to reach your goals
  • Build tax-efficient strategies and plan appropriately around taxable events that could be triggered by equity compensation grants or sales
  • Properly manage risk, asset allocation, and portfolio diversification in the context of your needs and what you hope to accomplish
  • Get the education you need to feel confident about your investment strategy
MANAGE COMPLEXITY
  • Determine the priority order of your goals after helping you understand what's most important, and create clarity around the best next steps to take with your money
  • Evaluate the tax ramifications of non-qualified retirement and executive compensation plans to determine the best course of action that could significantly reduce your tax bill
  • Have an objective conversation around your actual insurance requirements so you can get what you need - and drop what you don't
Mindful wealth management

Establish the right plan to reach
your desired outcome

Expand what's possible for your life when you learn how to use your money as a tool to live well today while still planning wisely for the future.

Get started here