Make Smarter Choices with Your Money.

Turn your six-figure income into financial freedom with strategies that allow you to maximize your money. We'll give you the tools you need to live well today while still planning responsibly for tomorrow.

Fiduciary Financial Planner in Boston,
Named 40 Under 40 Financial Advisors by


What is Beyond Your Hammock?

Beyond Your Hammock provides fee-only financial planning advice and services to professionals in their 30s and 40s. We help real people use real money to live life on their terms.

When we work together, you get access to our system and financial planning process to create, grow, and keep wealth -- so you can enjoy the freedom and flexibility to make work optional and spend more time doing what you love.

With the right financial plan and program, you can:

  • Take control of your cash flow
  • Develop a savings plan that enables financial freedom
  • Avoid costly mistakes that keep you stuck and struggling
  • Invest appropriately to create significant wealth
  • Enjoy the ability to use your time the way you want

Beyond Your Hammock provides you with a CFP in Boston to help you use your money as a tool to live a life you love today, while still planning responsibly for tomorrow.

Your financial plan shouldn’t be just about retirement.

It’s about making the most of your money so you can do what you want in your life now and in the future. The BYH experience gives you the tools you need to create and grow wealth.


Objective Advice

Fee-only financial planning provided by a fiduciary advisor


Flexible Meetings

Meet in-person, on the phone, or virtually with video calls

financial planner for gen x

Plans Tailored to Your Life

Guidance designed to help you achieve what’s important in your 30s and 40s



Email access to your advisor between scheduled meetings


Transparent Investment Strategies

Know where your money goes and the “why” behind every investment decision

Most importantly, Beyond Your Hammock puts you in action and in control of your finances.

How fast did the last 5 years fly by? How quickly do you think the next 5 years will go?

If you're like most people, you said "fast" and "faster" -- and if you're also like most people, you'll say you're going to do something to get yourself in a better financial position... tomorrow. Eventually. Someday. And time will keep passing you by like it always has.

But it doesn't have to be this way. You can make sure that 5 years into the future, you've done what you needed to do in order to get to where you want to be. We're here to help you get more of what you want from your money and your investments.

Which would you rather be: uncertain you're doing the right thing and procrastinating on the steps that will make going to work optional -- or confident about what you're doing as you proactively leverage your income to grow the kind of wealth that makes it possible to do what you want?

If you're ready to take the first step toward feeling confident about your choices, enjoying peace of mind around your financial situation, knowing you're getting independent advice, guidance, and coaching, investing in a way that will create financial freedom as you make work optional, and excited about what's possible for you now that you're making the best money moves... let's get started.