What are the nuts and bolts of working with Better Money Decisions?
Here are the answers to some of your questions.
What makes us different from other money managers?
We always start with the same goals: learning about you. Whether you are coming to us for portfolio management or retirement strategies, we always aim for an in-depth discovery process to help us define and prepare a tailored plan made just for you.
After all, your plan should be about you. As your holistic money manager, we always start with your goals, aspirations, financial needs, age, career history, health, family needs, and many more factors.
How often do I meet with you?
We take our relationship with clients seriously, and that means our communication as well. We prefer to meet with all of our clients at least twice per year for core reviews. These meetings can be in person, over Zoom or via phone. We also communicate via text and email. So we accommodate whatever works best for you!
Most importantly, we are available when you need us. If you have a crucial financial decision weighing on you, we encourage you to contact us and we will get back to you quickly.
Where are the assets held?
How do I pay management fees?
Does the Financial Wellness for Life® service cost extra?
Am I locked into a contract?
Do you have any minimums?
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.
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