I help people use money as a tool to enjoy life today, while still planning responsibly for tomorrow.
My name is Eric Roberge. I'm a CFP® and the founder of Beyond Your Hammock. Through the work I do with my clients, I provide fee-only, fiduciary advice, investment management, and financial planning in Boston.
My goal is to help you achieve financial clarity, make mindful and informed decisions, and use your money as a tool to design a life that you love now and in the future.
Henry Ford once said, “Whether you think you can, or you think you can't--you're right.” I’m here to help those who think they can achieve financial freedom actually do it.
Over 10 years ago, I made a decision that surprised my friends and family and made a huge impact on my life: I left my comfortable job as an investment analyst to venture into the unknown. I started my career as an independent financial planner in 2007, right before the economy crashed.
The next few years were financially challenging to say the least. My situation forced me to pay close attention to my finances. I learned how much of an impact smart money management can make, and how focusing on the fundamentals remains key even after you apply advanced wealth-building strategies, including using an empirical-based and research-backed investment appraoch.
After spending the first few years of my new career working for several small financial planning firms, I knew it was time for me to launch my own company. I founded Beyond Your Hammock to guide motivated professionals in their 30s and 40s to build solid relationships with their money and create financial and investment strategies that actually work to grow significant wealth.
I now spend my days helping clients make smarter money decisions with their cash flow and investment portfolios, and therefore enjoying greater confidence, success, and peace of mind. It's my mission to design a system that allows you to leverage your money as a tool to enjoy more of what you love -- now and in the future.
When I'm not helping my clients transform their lives, I also educate students about the value of money and speak to other financial planners at conferences across the country to transform the way financial advice is delivered in our society.