Don't settle for less than optimal
Learn 5 techniques that will
elevate how you manage your money
Download your copy of 5 Strategies to Optimize Your Finances here:
You earn good money. But now you need a system to turn your income into lasting wealth.
You are:
- A Boston tech & biotech employee who gets grants of equity compensation as part of your earnings
- In your 30s or 40s with a partner and young kids, looking for support and clarity around financial decisions, especially as your life expands and things feel more complex
- A great saver with cash balances that you know you need to invest wisely to grow wealth
- Someone who values being proactive and having a plan - and loves executing once you have a specific strategy to follow
- Looking to strike a balance between enjoying life now while also growing wealth for a financially secure future
..and at BYH, we do:
- Financial planning and investment management for busy, high-achieving professionals who have lots of income but very little time
- Big-decision consulting for couples who need to juggle high-demand careers with the needs of young kids and growing families
- Strategic roadmapping and systems-building to better manage your cash flow, equity compensation, investment portfolio, and short-term savings
- Relationship-building with other professional services in Boston, so you don't have to when you need an estate planning attorney, CPA, independent insurance broker, career consultant, life coach, and more
Our wealth management clients know the important of prioritizing optimal money management. They also know it's a complex undertaking where expert guidance makes a material difference.
That's why they don't try to add one more thing on their plates to try to balance (and inevitably let slip through the cracks).
They offload the work of ongoing planning and money management to their advisors, so they have one less thing to worry about, second-guess, or stress over not getting done.
How different would your day-to-day feel if you could:
- Have an actual 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 decision you need to make 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.
Our financial planning process and investment management strategies that provide a realistic path for achieving what's most important to you. Together, we'll collaborate to create a customized roadmap from where you are today to where you want to go tomorrow.
Ready to take control of your money, gain clarity on what's next, and grow your wealth?