Get Your Copy of Going Beyond Simple Money
Learn what levers to pull in order to go from "being good with money" to truly building wealth as you maximize your net worth:
You know how to save money; you don’t need financial advice for that. What you need are real strategies to maximize your net worth.
Most of the people I work with are in this same boat: when we started working together, they needed expert, objective, and independent financial advice from someone who deeply understood their particular needs as professionals with high-powered careers, tons of opportunity, and an increasingly complicated financial situation.
Advice to “save money” works great when you’re starting out. But when you’re succeeding, earning a good income, and actually have a bank account with more cash than you know what to do with? That’s when you need advanced strategies to put that money to work.
This is exactly why I wrote my ebook, Going Beyond Simple Money.
I think about the best strategies for very specific and complex situations all the time. I have these conversations constantly, and I’m always researching and considering the best way for my clients to create and grow wealth, how to take advantage of stock options in a way that makes sense, what the best tax moves are from an investment standpoint, what true investment diversification looks like.
I wanted to take the strategies and conversations that come up over and over and over again with some of my high-earning clients who are on their way to wealth, and offer them to you, for free. In Going Beyond Simple Money, you’ll find strategies and advice on:
When you make smart decisions with your money today, you can position yourself to reap the benefits that come with investing wisely and mindfully choosing the best path toward your goals every step along the way.
But mistakes you make along the way can cost you. And one of the most common errors I see people make is failing to deal with information overload.
It’s wonderful that more and more people are starting to talk about money. But the more people talk, the more misinformation spreads. It’s one thing to be able to access this info. But do you know how to filter through it?
Whether it comes from your colleagues, your friends, or your favorite blogger, plenty of well-intentioned people will give you their two cents on what you should do with your money. Good intentions, however, don’t make up for a lack of professional training, education, and experience providing real, objective, fiduciary financial advice for hundreds of clients just like you.
If you want strategies from an expert, grab your free copy of Going Beyond Wealth today:
If you want to make the best decisions with your money, consider working with a fee-only financial planner who serves as your fiduciary 100% of the time — and not only understands, but also respects, what’s important to you.
Beyond Your Hammock
A fee-only financial planning firm based in Boston that serves as a fiduciary to deliver objective financial advice to motivated professionals in their 30s and 40s
Eric Roberge, CERTIFIED FINANCIAL PLANNER™
Click here to schedule a free, 30-minute introductory call to determine if moving forward together is the right choice for you.
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