What is Beyond Your Hammock?

 Beyond Your Hammock is a business that acts as your financial guide, helping you to organize your financial life and use your money as a tool to enjoy the present moment — while also planning responsibly for tomorrow. When I was coming up with the name for my business, I wouldn’t settle for the same old “XYZ Financial” that other advisors use because that doesn’t fit who I am or what I represent. I’m not looking to be your typical financial planning firm, and I’m definitely not your typical financial planner. I threw the cookie cutter name out the window, and with it, the boring, stuffy, awkward process most people think of when they hear “financial planning.” I wanted to create something that signified freedom from societal norms; a business that acknowledged that life has changed and is no longer linear. These days, people want more for themselves. And they want it now. Hanging out in a hammock during “retirement” no longer symbolizes success… it is what’s Beyond Your Hammock that intrigues us.

How can you help me?

I’m a fee-only financial planner and a CFP®, which means I’m trained to provide comprehensive financial guidance. “Fee-only” means that I provide unbiased, personalized advice and always work in your best interest. I do this through ongoing financial planning support, one-time advice sessions, and investment management.

What kind of people do you work with?

I work with people who are motivated and ready to take action. I love helping professionals and entrepreneurs looking to create a life they love. If you believe in taking action to change your life and are looking to grow your wealth for the future while enjoying today, let’s talk about working together. I focus on people who have an established career and want something more.

Why should I work with you?

I’m a professional in my 30s and I understand your needs, wants, goals — and I don’t want to bore you by talking about Social Security withdrawal strategies. You have a long life ahead of you and you’re aware that you need to save for tomorrow — but you have things to accomplish today, too. I also launched my own business and graduated from an entrepreneurial business school (Babson College), so I understand how difficult it can be to wrangle your finances when you’re running your own show.

Why is working with you easier than working with someone else?

I meet with people in person and virtually via Skype or Google Hangouts — which means we can meet anytime, anywhere, whenever (and wherever!) it works best for you. This saves time and energy, and we can meet where everyone is most comfortable.

Why are you and your services unique?

Many people spend their life trying to find a career that matches their purpose. I chose to start my firm because it allowed me to create the career that matches my purpose. My commitment in life is to inspire people to think beyond their current circumstances and achieve whatever it is they want in life. I’m highly trained in listening for what really matters to people and what they really care about. This allows me to drop my own point of view and biases and support my clients in getting whatever it is they want in life. After all, this isn’t about me, it’s about you and your life.

What's your investment philosophy?

When it comes to managing money, I have a clear philosophy and it stems from the following premise: although people tend to believe that the stock market will actually make them wealthy, that is a myth. Yes, some people have been lucky enough to invest in companies that have done very well, but that’s an exception to the rule. For most people, investing in the stock market should be looked at as a way to support other wealth-building activities such as their career, starting a business, real estate investments, savings strategies, and so on. I help my clients focus on what we can control, so I use a passive investment strategy with low cost exchange traded funds (ETFs) to help support long-term growth.

How do you make money?

Transparency is a priority in my business. I’m a fee-only financial planner, which means that my only compensation is paid to me by the people I work with. I don’t receive any commissions, marketing dollars or other incentives from any company. I’m also held to a fiduciary standard, which means I swear under oath to put your interests ahead of all others — including my own.

I want to learn more. What's next?

I offer a free 30-minute session via Skype or phone, so we can talk about your current financial situation, goals you want to accomplish, and any issues that may be preventing you from living the life you love. I’ll share how I work with people to help them do more with their money, and answer any questions you have. Click here to schedule a time to chat

Ready to Chat?

Let's talk about how we can work together to make a plan so you can use money as a tool to live a life you love.