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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Personal Financial Planning |
$100 - $200
Call to Book
|
Retirement Planning |
$150 - $300
Call to Book
|
|
Investment Strategy Development |
$200 - $400
Call to Book
|
|
Budgeting Assistance | Monthly Budget Creation |
$50 - $100
Call to Book
|
Expense Tracking |
$30 - $70
Call to Book
|
|
Debt Management |
$100 - $150
Call to Book
|
|
Investment Guidance | Portfolio Review |
$100 - $200
Call to Book
|
Stock Market Investment Advice |
$150 - $250
Call to Book
|
|
Real Estate Investment Analysis |
$200 - $300
Call to Book
|
|
Life Insurance Evaluation | Insurance Needs Analysis |
$50 - $100
Call to Book
|
Policy Comparison |
$80 - $150
Call to Book
|
|
Beneficiary Assessment |
$40 - $80
Call to Book
|
|
Tax Planning | Tax Strategy Development |
$150 - $300
Call to Book
|
Tax Return Preparation |
$200 - $350
Call to Book
|
|
Tax Liability Analysis |
$100 - $200
Call to Book
|
Beyond Your Hammock provides fee-only wealth management and financial planning for high-achieving professionals looking to live today and plan for tomorrow. We aim to help you optimize the financial potential of your hard-earned success. Our objective is to: - Prioritize what is most important to you; - Create an investment plan that can lead to financial independence; - Take the right steps to measure and increase wealth. Let us assist you in making informed wealth management decisions to help achieve the life you desire.
 
The feedback highlights a uniformly favorable view of Beyond Your Hammock's financial planning services, focused primarily on Eric's outstanding expertise, caring, methodical, and tailored guidance. He extracts the clarity from a variety of coals and transforms it into well-structured how-to lists and recommendations. His commendable loyalties to his clients' long-term financial stability are expressed by implementing financial acumen that is notable for its detail level. His reframed discoveries expand clients' options for managing their assets and allow them to make tough financial decisions confidently, with the help of impactful investment and debt reduction strategies. Eric and BYH foster excellent customer relationships, which customers call irritating and excessively reliable. Client evaluations from the firm's employees depict a successful community that has mastered modern financial decision-making with Eric's help and BYH's unique structure. The recent evaluations provide a valuable and consistent service to those looking to communicate and collaborate with a skilled, idealistic financial planner.
 
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