Beyond Your Hammock
We help high-achieving professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, MA and Cambridge, MA. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.
Our coordinated financial planning and investment management strategies allow you to optimize your investments, reduce your lifetime tax burden, and grow your wealth - so you can use the money you work so hard to earn as a tool to get what you want from life.
Our coordinated financial planning and investment management strategies allow you to optimize your investments, reduce your lifetime tax burden, and grow your wealth - so you can use the money you work so hard to earn as a tool to get what you want from life.
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Client Reviews
$625
Subscription
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
The BYH Wealth Management Program was designed to address the unique needs and planning challenges of married couples in their 30s and 40s who:
-- Work intense careers with complex income structures (commissions, bonuses, equity, etc)
-- Have young kids or plan to grow their families
-- Deal with high tax liability due to equity compensation; may forget quarterly estimates
or be blindsided by a huge bill come tax time
-- Feel on the verge of losing control over finances due to increasing complexity and responsibility - and worry about blind spots or missed opportunities
-- Are blind to where every dollar actually goes now, because there’s just too much going on
-- Experience uncertainty about what to focus on because priorities have multiplied over time with various life changes
-- Find themselves occupied by everything else in life that takes up mental and emotional bandwidth - raising kids, caring for aging parents, social life dynamics, personal health, and so on - leaving little time or energy to devote to their personal money management
-- Work intense careers with complex income structures (commissions, bonuses, equity, etc)
-- Have young kids or plan to grow their families
-- Deal with high tax liability due to equity compensation; may forget quarterly estimates
or be blindsided by a huge bill come tax time
-- Feel on the verge of losing control over finances due to increasing complexity and responsibility - and worry about blind spots or missed opportunities
-- Are blind to where every dollar actually goes now, because there’s just too much going on
-- Experience uncertainty about what to focus on because priorities have multiplied over time with various life changes
-- Find themselves occupied by everything else in life that takes up mental and emotional bandwidth - raising kids, caring for aging parents, social life dynamics, personal health, and so on - leaving little time or energy to devote to their personal money management
Clients who wouldNOTbe a good fit
We don't work with people who are looking for ad-hoc advice, a one-time plan, or a short-term solution. Our service is comprehensive, covering both financial planning and investment management, and it is also designed to offer you a partnership with a professional team of advisors and consultants to support you over time.
Everything we do is oriented around creating lasting, long-term success - and that includes the type of relationships we're looking to build with the clients we serve within our Wealth Management Program.
We only partner with people who are as commmited as we are.
Everything we do is oriented around creating lasting, long-term success - and that includes the type of relationships we're looking to build with the clients we serve within our Wealth Management Program.
We only partner with people who are as commmited as we are.
Minimum Financial Requirements
Annual Income
$400,000
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Subscription
$625
Flat Fee/Retainer
$7,500
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
About Beyond Your Hammock
Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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2 Client Reviews
"Anthony helped guide me with selecting better investments in my 401(k) and my overall approach to retirement planning. He answered my questions and helped me feel comfortable with the strategy so I understood the reasons behind the changes we were making. His expertise was helpful because now I'm confident in the investments and a better overall strategy to help me reach my goal of maximizing for growth."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
