Beyond Your Hammock, based in Boston and specializing in financial planning and wealth management, is pleased to announce the opening of a new office located at 245 Main Street in Kendall Square, Cambridge. This addition intends to provide closer and more efficient services to the firm’s core clients: professionals in their 30s and 40s working in the technology, healthcare, biotechnology, and startup sectors and earning complex equity compensation structures.
As a recognized leader and Financial Planner Cambridge Massachusetts, the firm's choice of Kendall Square—a nucleus for tech and biotech innovation—reinforces its dedication to offering expert financial guidance that is both accessible and tailored to the unique needs of individuals in these fields. BYH believes that this cohort of clients is at the stage of their lives when financial advice is most valuable; there are endless decisions to make, both personally and professionally, and money is inextricably linked to almost every choice we make. Getting major financial decisions right during the highest-powered career years of your 30s and 40s is what will set you up for financial success today and far into the future—which is why Beyond Your Hammock focuses on serving these clients at a time in their lives when the right financial advice is the most valuable.
Kendall Square is a notable hub for some of the globe's foremost corporations, like Moderna, Google, Akamai, Sarepta, Broad Institute, and Biogen, where employees are often given complex compensation packages that extend well beyond a simple salary. This can include varied types of equity compensation, presenting both challenges and opportunities in financial planning—one of Beyond Your Hammock's areas of specialization. By positioning their new office in Cambridge, the firm hopes to offer more convenient access to advisors for these clients, providing customized strategies that maximize financial outcomes and leverage extensive compensation packages effectively.
Kali Roberge, speaking on behalf of Beyond Your Hammock, shared the company’s excitement about the expansion, stating, "Our primary goal has always been to provide extraordinarily high-quality and literally life-changing advice to our clients, who need to guidance translating the amazing opportunities that their high incomes and equity compensation provide them into real results in terms of growing assets, higher net worth, and building wealth. This new location enables us to better connect with the community we want to help, offering a conveniently-located meeting space in Kendall Square which has only become more and more of a great destination over the last few years."
Beyond Your Hammock distinguishes itself by offering fee-only financial planning services. The firm chose this structure to limit conflicts of interest; BYH advisors do not earn kickbacks, commissions, or payments from third parties and the firm does not sell products. Operating as fiduciaries, the firm holds a legal and ethical duty to prioritize their clients' best interests—a principle that is of paramount importance for biotech, fintech, and startup professionals dealing with equity compensation.
Roberge continued, stating, "Even before the pandemic, virtual meetings were favored by about 50 percent of our clients. Today, most clients prefer this mode of meeting, but we’re seeing rising interest in connecting outside of a formal meeting. With the addition of a physical presence in Cambridge, we can provide an alternative for those who value face-to-face interactions. We get to grab a coffee with clients before work; we can meet up over lunch; and of course we have the meeting space for those who might want to come into the office for their financial review meeting. We’re excited that our space can serve as either a jumping-off point for meetups, or an inviting place to come in and connect with us in person.”
The establishment of Beyond Your Hammock’s new office within the Financial Planner Cambridge Massachusetts area underscores the firm's resolution to offer specialized financial services that cater precisely to the distinctive needs of professionals within the tech, biotech, and startup communities. Focused on crafting comprehensive wealth management plans that address complex compensation packages, Beyond Your Hammock stands ready to support their clients in reaching their financial goals.
For further details regarding Beyond Your Hammock and its array of services, individuals are encouraged to visit their website.
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For more information about Beyond Your Hammock, contact the company here:
Beyond Your Hammock
Kali roberage
617-446-3841
kali@beyondyourhammock.com
50 Milk St 16th floor, Boston, MA 02109
