Beyond Your Hammock
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
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.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Education Planning
- Equity Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee — $7,500 one-time
- Subscription — $625 monthly