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Set clear boundaries
Prioritize respectful communication
Clean up
Give each other space
Great rates. No monthly fees. As simple as that.™
Written by
Eric Roberge
Eric Roberge, CFP®, a 2002 Babson undergraduate alumnus, is the founder of Beyond Your Hammock, a fee-only financial planning firm based in Boston, Massachusetts, that specializes in providing planning services and investment management to professionals in their 30s and 40s. Pulling from 13 years of experience as a financial advisor, Eric is also a columnist for Business Insider, Forbes and Kiplinger, and hosts the podcast Beyond Finances. He's been featured in The Wall Street Journal, Marketwatch, The Boston Globe; is part of InvestmentNews’ 40 Under 40 list; and has been named as one of Investopedia’s Top 100 Most Influential Advisors as well as one of Expertise.com’s Best Advisors in Boston.
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