• Skip to main content
  • Skip to footer

Beyond Your Hammock

  • About
  • Our Service
  • Who We Help
  • Resources
    • Blog
    • Podcast
    • FAQs
  • Contact

Start the Process Client Login

Schedule a consultation

Optimize your personal
money management

Discover how to optimize your investments,
reduce your tax burden, and grow your wealth

Schedule an Initial Meeting

With the BYH Wealth Management Program,

go from

Chaotic • Uncertain • Scattered
Byh Img Left Side

to having

Structure • Clarity • Momentum
Structure Line Img
Get more from your money

Discover the difference of
having a strategic plan

1

Step 1

Let’s Get to Know You

Book an introductory call with us and share your financial situation, goals, and any challenges you're facing. Then, we'll explain what we can do for high-achieving professionals like you.

Book a time here

2

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

 

3

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

4

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.

Let's Discuss Your Optimal Financial Plan

Request an initial consultation with us here:


Looking for more information?

Get answers to frequently asked
questions about BYH

View FAQs

Beyond your hammock Footer Logo

About Our Service Who We Help Articles Podcast Press Contact

dashicons-location 50 Milk St
16th Floor
Boston, MA 02109

Direction IconDirections

dashicons-phone 617-446-3841

dashicons-email team@beyondyourhammock.com

dashicons-facebook-alt dashicons-instagram dashicons-twitter dashicons-linkedin Tiktok

About Our Service Who We Help Articles Podcast Press Contact

Accessibility Feedback | Disclosures | Privacy Policy | Form ADV & Table of Fees for Services

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Copyright 2025 • Beyond Your Hammock • All rights reserved • Designed by Tinyfrog Technologies