Why hire Better Money Decisions?

We work with each of our clients to navigate his or her unique path to financial security. It’s more than managing assets; it’s about helping you lead the life you want.

Why hire Better Money Decisions?

We work with each of our clients to navigate his or her unique path to financial security. It’s more than managing assets; it’s about helping you lead the life you want.

Why hire Better Money Decisions?

We work with each of our clients to navigate his or her unique path to financial security. It’s more than managing assets; it’s about helping you lead the life you want.

A recent study by Financial Finesse found that…

Those who regularly get assistance from a financial planner experience a much higher degree of positive behavioral change than those that engage solely with online financial tools.

80% who work with a planner have a handle on their cash flow, compared to 66% of online-only users

72% have an emergency fund, compared to 50% of online-only users

98% contribute to their retirement plan, compared to 89% of online-only users

48% are on track for retirement, compared to 21% of online-only users

64% are confident in their investment strategy, compared to 42% of online-only users

By coordinating all aspects of your financial life under our Financial Wellness for Life concierge service, you, too, can have a better outcome than the average American.

Schedule today
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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.

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