Beyond Your Hammock, a fee-only financial planning firm based in Boston, Mass., focuses on serving a specific group of clients: professionals in their 30s and 40s who want to create a financial plan not just for retirement, but for all the years in between.
To best serve this demographic, founder Eric Roberge takes a unique approach to the planning process. Roberge and his team walks clients through steps that include taking control of cash flow, setting realistic goals, and investing appropriately for what they want to achieve.
Despite the success Roberge had with addressing a majority of his clients’ needs, his firm lacked financial planning software that met the needs of clients who weren’t solely focused on retirement. To more fully solve for his younger clients’ needs, Roberge sought out a software platform that could help show his clients how to live their lives today while still planning responsibly for the future.
By integrating eMoney into the practice, Beyond Your Hammock transformed financial planning from a numbers-oriented process to a more collaborative experience. They were also able to increase planning fees while increasing efficiency, which led to increased revenue for the firm.
In this case study, you’ll get an in-depth look at how eMoney filled in financial planning gaps for Beyond Your Hammock. You’ll also learn how the firm:
- Improved the client experience
- Used the Decision Center to build client trust and confidence
- Increased planning fees