Optimize your personal
money management

Step 2

Understand Your Financial Baseline

At the end of our intro call, we'll mutually decide if there is a potential fit for working together. If so, we will:

• Request some financial data from you to identify immediate areas for improvement
• Identify which financial planning program we'd recommend based on your situation
• Schedule a follow-up meeting to dive further into the details as needed

Step 3

Review BYH Recommendations

Once we have received additional details from you, we will have a 45-minute Zoom meeting to:

• Determine where you stand today and what improvements could be made to track closer to your goals
• Review necessary actions to optimize your finances and investments for long-term success while funding the lifestyle you want to enjoy
• Answer any remaining questions about working with a financial advisor

Step 4

Decide on Next Steps Together

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.

We want to support whatever decision feels like the best fit for you. If BYH isn't it, we can recommend other advisors or professionals to contact.

If you do decide to partner with Beyond Your Hammock, we'll help you get started with a Welcome Email that outlines first steps to take as a Wealth Management client.