Start the process
Discover what BYH Wealth
Management can do for you
Request your complimentary consultation
We want to hear about your financial situation, the goals you want to accomplish, and any challenges you're facing. On this 45-minute phone call, we'll also share how BYH can help you do more with your money, and answer any questions you have.
BYH builds your one-page financial plan
During the last 15 minutes of your initial consultation, we'll gather financial details and data points so that we can create your complimentary one-page financial plan. We'll deliver that plan to you in our follow-up session (which we'll schedule together before the end of our first call).
Review the plan together
For our second meeting together, we'll set up a 45-minute video call and walk through your plan together to identify opportunities, urgent action items, or any issues. We'll also discuss working together with BYH to develop a full plan with ongoing support.
Start your Wealth Management program
If you'd like to partner with BYH for wealth management, we’ll send a service agreement and a payment link to formally establish your membership. Once set up, the BYH team will work with you to gather important details to create your financial foundation and schedule your first full session with your personal financial advisor.
Schedule a Complimentary Consultation
Partner with a team who has the experience to
guide you down the right path