
Does Your Advisor Relate to What's Important to You?
Beyond Your Hammock is unique among fee-only financial planners in Boston because we are the kind of people we serve.
BYH is comprised of a small team of motivated, self-made professionals with big ambitions, goals, and dreams that we're determined to make reality — just like every single one of the clients we help. We deeply understand the kinds of values our clients have, and can relate to the outcomes they want most in life (like financial freedom, ability to travel more, increased autonomy to spend time and energy the way you want) because we share a similar vision.
Have you ever talked with a financial advisor and felt judged for what you said was important, or what you valued? Did they try to convince you that you needed different goals? Did they just smile and nod, and obviously had no clue what you were talking about when you shared your unique dream that you needed professional advice for in order to accomplish it?
We know how most conversations with other advisors go; they want to spend a few hours with you, create a giant stack of documents from a cookie cutter template, toss them your way and send you out the door. They don't take the time to listen to what you want. They don't focus on your goals. And they probably won't give you much advice other than, "max out your retirement account and come back when you're about to retire. Then we'll talk."
At BYH, our primary objective is to provide planning, advice, guidance, and coaching to help you make your financial decisions with greater confidence and satisfaction. We're 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... because there is a lot of life to live between now and then!).
When we work together, we discuss:
- 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 at fee-only financial planning firms out there, but very few who specialize in helping clients like you, with skills to develop specific financial frameworks that actually apply to the kind of life you want to live. There are even fewer who deeply understand the opportunities, challenges, needs, and goals you have. BYH is a unique place specifically designed to provide wealth management to those who are ready to use their money as a tool to live life well today, while still planning responsibly for tomorrow.
Get tangible benefits from the Financially Sound program:

Let's work together
If you want to make the best decisions with your money, consider working with a fee-only financial planner at a wealth management firm who serves as your fiduciary 100% of the time -- and not only understands, but also respects, what's important to you.
Beyond Your Hammock
Fee-only financial planning in Boston that serves as a fiduciary to deliver objective financial advice and wealth management to motivated professionals in their 30s and 40s
Click here to schedule a free, 30-minute introductory call to determine if moving forward together is the right choice for you. Or, feel free to use the contact form to get in touch.