Find Financial Balance
I help successful professionals and business owners maximize their financial potential
Master Your Money
I help successful professionals and business owners maximize their financial potential

Enjoy Today

Save for the Future

Increase Your Potential

Do you have the right plan for your money?

You've worked incredibly hard to get to where you are. You want to enjoy the reward of that success now. You also want to make sure you are setting yourself up for success in the future. Without the right plan, the tension between enjoying your success today and pursuing your success in the future can leave you feeling anxious and unsettled as you wonder if you are making the right decisions with your money.
  • Do you still worry about your finances even though you make good money?
  • Do you feel regret after making large purchases?
  • Do you feel behind financially but don’t know why?
  • ​​Are you taking too much risk or are you playing it too safe?
  • ​Do you have enough to provide for all those who depend on you?
  • Are you on track to enjoy the financial future you want?

It’s not too late to increase your financial potential!

Enjoying the Right Plan for You

Holistic Focus

You are more than your income and assets. I’ll help you create financial alignment in your life.

Auto Pilot

I’ll help you setup everything to run with ease. No complicated budgets or mind-numbing spreadsheets

Stay on Track

My dashboard system gives you all the information you need at a glance to keep you on track.
You shouldn't feel forced to choose between enjoying your money now OR in the future

My name is Kyle Bochat. As a wealth management advisor, I've had the privilege of helping hundreds of successful people find financial balance so they can enjoy their life now AND can increase their financial potential.

Many of my clients first came to me worried about whether they are on track to enjoy their retirement and financially support those they love. This lack of financial balance left them wondering if they were making wise financial decisions.

The good news is, with the right plan you can make smart financial choices, save for the future, increase your investments, and even enjoy spending some of your hard-earned money today without wondering if you’re wasting it.

Enjoying the Right Plan for You

1. Get to Know You

There is so much more to you than your assets, income, and targeted retirement date. I invest my time to get to know you, your values, and those you want to care for financially.

2. Create a Plan

I'll create a full plan to bring balance and alignment to your life and finances. I'll also provide a simple explanation of each aspect of the plan, so you can enjoy knowing you are in control and on track.

3. Work the Plan

I'll help you set up everything to turn your plan into reality. Then, I'll make sure you are making progress toward your goals while you enjoy the life you've worked so hard to achieve.

Do you have the right plan for your money?

You should have a wealth manager who understands you. You are much more likely to regret financial decisions when you don’t have a plan that aligns with who you are, what you value, and who you care for.

Most financial planning ignores all of that, and tries to boil it down to some numbers on a spreadsheet. This leaves you feeling confined and restricted and does little to help you enjoy the wealth you’ve worked so hard to create.

When we work together we’ll not only look at your account balances and risk profile. We’ll talk about how you can use your finances to feel whole, pursue your dreams and aspirations, and provide for those you love.

With a plan built specifically for you, you’ll be able to truly enjoy making wise financial decisions today and for years to come.

It’s not too late to increase your financial potential!

Today is a great day to take your first step toward mastering your money at a whole new level!
Sign up for your complimentary consultation today. No credit card required.

Come Visit My Office

Contact Me

Phone: 770-534-0727
Fax: 770-462-3393

Securities offered through LPL Financial, member FINRA / SIPC. Advisory services offered through IFG Advisory LLC, a registered investment advisor. IFG Advisory LLC and Strong, Gaddy, Lee Wealth Management Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: Georgia.