Beyond Your Hammock is unique among fee-only financial planners in Boston because I am the kind of person I work with.
I'm 38 years old -- and the average age of my clients is 38. And just like my clients, I'm a highly driven and motivated professional who wants to create time to enjoy what’s most important in my life. Being on the same level as the types of clients I work with gives me a level of empathy and understanding that older advisors from a different generation may not have.
Have you ever talked with a financial advisor and felt they judged you for what you said was important to you? Or did they try to convince you that you needed different goals? Or you shared something with an advisor who then acted like they they completely understood what you said -- but from their response, you knew they had NO CLUE what you were talking about?
I’ve been there myself and experienced these conversations. (In fact, it was older advisors who told me my business would fail right out of the gate. It’s been 5 years now, and Beyond Your Hammock is running stronger than ever.)
The way I personally work and interact with clients is vastly different than the majority of other financial planners because of the perspective I have through working with my peers. I'm always happy to share what I do with my own finances and provide insight into my personal financial decisions.
My goal is to help you make your financial decisions with greater confidence and satisfaction -- which means I'm not here to tell you what you should do (or to say since you're in your 30s or 40s, all you need to do is save for retirement and worry about the rest later).
When we work together, I'll show you:
- All the angles to consider for your situation
- Each path that's available for you to take
- The pros and cons of all your options, and how each decision you might make could impact your wealth and overall financial life
- How to think about your choices in a way that helps you make a decision that's right for you
There are plenty of quality CFPs out there who do fee-only work, but very few who focus on solely helping clients like you and therefore very few who deeply understand the opportunities, challenges, needs, and goals you have. That’s where I see the most value in my service, because I do have that understanding thanks to my age and specialization.