Will I have enough to retire?

Discover a comprehensive, holistic approach to creating the retirement of your dreams.

We empower women to live their best financial lives. 

Will I have enough to retire?

Discover a comprehensive, holistic approach to creating the retirement of your dreams.

We empower women to live their best financial lives.

10 steps smart women MUST take to make their money last in retirement

For whatever changes life brings you

“My husband’s health is declining and I’ve never handled the finances.”

Our Financial Wellness for Life® service provides guidance and ongoing support.

Financial Wellness for Life®

At every level, our goal at Better Money Decisions is to help you achieve your goals and to live the life you want in retirement.
Financial Future Roadmap
Investment Positioning
Cash Flow Strategies
Yearly Tax Planning
Insurance Review
Estate Planning and Preservation
Financial Caretaking
Investment Management
Ongoing Financial Problem Solving and Guidance
Insurance Review
Estate Planning and Preservation
Financial Caretaking
Investment Management
Ongoing Financial Problem Solving and Guidance

Am I taking enough risk with my investments?

Myth: I can set it and forget it.
Truth:
Nothing could be further from the truth! Investments need to be carefully monitored and managed. Any market movement can throw a portfolio out of the desired risk levels.
Truth: Nothing could be further from the truth! Investments need to be carefully monitored and managed. Any market movement can throw a portfolio out of the desired risk levels.

Take advantage of this rare opportunity

Work with a woman-owned team of investment managers and planners.

66%

of the nation’s wealth will be controlled by women by 2030.

95%

of women will be their family’s primary financial decision maker at some point in their lives

40%

The number of people living into their 90s has increased 40% in the last decade.

Take advantage of this rare opportunity

Work with a woman-owned team of investment managers and planners.

66%

of the nation’s wealth will be controlled by women by 2030.

95%

of women will be their family’s primary financial decision maker at some point in their lives

40%

The number of people living into their 90s has increased 40% in the last decade.

Schedule today
to ensure availability!

Limited sessions available each month.


In your Financial Wellness for Life sessions, you will receive:
  • One-on-one, concierge service from our Certified Financial Planners®
  • Ongoing guidance on every financial question you have
  • Regular check-ins about your financial goals
  • A portfolio that is hand-tailored just for you
  • Fully-diversified investments
  • A unique Financial Wellness For Life roadmap
REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.
Better Money Decisions, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration.
Better Money Decisions, LLC, is currently registered in the states of New Mexico, Arizona, Texas and California.

REGISTRATION

Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.

Better Money Decisions, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration.

Better Money Decisions, LLC, is currently registered in the states of New Mexico, Arizona, Texas and California.

Copyright © 2019 Better Money Decisions. Financial Wellness for Life® is a registered trademark of Better Financial Decisions, LLC. All rights reserved.