Schedule a consultation
Optimize your personal
money management
Request your one-page financial plan and see how you can optimize
your investments, reduce your tax burden, and grow your wealth
With the BYH Wealth Management Program,
go from
Chaotic • Uncertain • Scattered
to having
Structure • Clarity • Momentum
Reach your financial potential with our proven process
Discover the difference of
having a strategic plan
Step 1
Let’s Get to Know You
Book an introductory call with us here, and we’ll review your request to confirm that we think we could provide value before approving the call. (If we don't think we're the best fit, we'll provide you with other resources to consider.)
On this call, we want to hear about your financial situation, goals, and any challenges you're facing. We'll also share more about what we do for high-achieving professionals like you.
Step 2
Take the Next Steps Together
At the end of our intro call, we'll mutually decide if there is a potential fit for working together. If so, we will:
- Send you a link to submit the necessary information for us to prepare your BYH One-Page Financial Plan
- Share our BYH Wealth Management Process deck for you to review
- Schedule a follow-up meeting to dive into the details together
Step 3
Review Your Plan & Our Recommendations
Once we have received additional details from you, we will have a 45-minute Zoom meeting to:
- Deliver your one-page plan, an analysis of your current investment portfolio, and a tax assessment to identify opportunities to reduce lifetime tax burden
- Determine where you stand today and what action items are needed to optimize your finances and investments for long-term success (like making work optional) while funding the lifestyle you want to enjoy
- Discuss the process of working with BYH, including upcoming action items and opportunities, to develop a full plan with ongoing support
Step 4
Think Through the Best Next Steps for You
After our meeting, you'll have a number of materials to review. We encourage you to take your time to look over everything and decide how you'd like to proceed in addressing your needs. If you have questions along the way, we’re here to help.
If you'd like to partner with us, we'll help you get started with our onboarding process to engage in our full wealth management program.
And if not, that's okay too! We want to support whatever decision feels like the best fit for you right now, even if that means referring you to another firm or resource.
We don't work with people who are looking for ad-hoc advice, a one-time plan, or a short-term solution. Everything we do is oriented around creating lasting, long-term success - and partner with clients who are as committed as we are.
Request Your Intro Call
Start the process to receive your BYH
One-Page Financial Plan