BYH Financial Planning Process
For professionals
with emerging wealth
You know you make good money. Are you making optimal choices with it?
Who We Help
Better manage increasing complexity
Stop second-guessing your financial decisions, and get peace of mind about the right moves to make with your money. At this point in your life, it might be time for professional financial planning and investment managment as you:
Need to develop a
strategy for investing
the cash you've saved
Require a better
way to manage
equity compensation
Find DIY money
management is getting
overwhelming
Get married and start a
family (or add new
members to it)
Want a data-backed
approach to making
smart financial choices
Receive an inheritance
and need to make a plan
for it
Smarter money management
Grow wealth, live well
You have a lot going on. Between managing your career, starting (or growing) your family, nurturing your most important relationships, and enjoying your down time, there's not a lot of room left over to also develop and maintain a thoughtful financial plan that maximizes the wealth you can build while minimizing the risks you have to take.
Our clients know the important of prioritizing their financial planning - and they also know it's a complex undertaking where expert guidance and support can make a material difference to their balance sheets.
Our process always starts by digging deep into values, goals, and priorities before analyzing your current situation to determine the best strategies to implement. Once we determine the correct path to take, your plan is custom-built as we focus on specific tactics you can deploy and put in action.
You want to make sure the money you saved is invested wisely, so your assets can grow.
You want to protect the money you're accumulating, and grow the assets you have.
You want to accomplish more, and you know the best way to leverage your time is by outsourcing to an expert.
You want a sounding board to use to validate your ideas, and an experienced guide to help navigate uncertainties.
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
Create your own path
Establish the right plan to reach
your desired outcome
The ultimate goals of our wealth management program? Expanding what's possible for your life. Giving you the freedom to use your money on what you love most. Providing the ability to enjoy the present because you've taken care of the future. Let's get started today.