Beyond Your Hammock
Typically responds within 24 hours
FOUNDING YEAR
2013
NUMBER OF EMPLOYEES
1
Beyond Your Hammock's Assets Under Management (AUM)
$25M - $100M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
-
SUPPORT
Dedicated Staff
Beyond Your Hammock
Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow.
Minimum Financial Requirements
Annual Income
$400,000
Investable Assets
No minimum required
Services Offered
Client Specialties
Service Pricing
Subscription
$625
Flat Fee/Retainer
$7,500
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
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.
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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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
