Better Money Decisions

We found a better way to help you live your best financial life. We are passionate about helping you laugh more, live better, and gain confidence in your money decisions. Services: Financial Wellness For Life ® Financial decisions imp...

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About Better Money Decisions


About Us


We found a better way to help you live your best financial life.

We are passionate about helping you laugh more, live better, and gain confidence in your money decisions.

Services:

Financial Wellness For Life ®
Financial decisions impact almost every aspect of our lives. Without a holistic view, a change in one area can disrupt others, preventing personal financial harmony. That’s the reason we created our Financial Wellness for Life® service, our most comprehensive offering. This service is best for those who want an advisor who engages with them as a partner, providing ongoing, comprehensive wealth management across all areas of their financial life.

Highlights
- Financial Future Roadmap Development
- Retirement Planning
- Investment Management
- Cash Flow Strategies
- Yearly Tax Planning
- Insurance Review
- Estate Planning and Preservation
- Financial Caretaking
- Philanthropic & Gifting Strategies

Financial Planning Subscription Service
For those clients who prefer to manage their investments themselves, we offer a subscription advisory service. The following elements of our Financial Planning Subscription Service are covered regularly over the course of a one-year period.

Highlights
- Retirement Projections
- Investment Recommendations
- Cash Flow Strategies
- Tax Return Review
- College Planning
- Insurance Review
- Debt Management
- Estate Documents Checklist

Financial Planning Snapshot
This service is best for those who want a quick snapshot of retirement readiness and financial health.

Highlights:
- Retirement Projections
- Investment Allocation Review
- College Planning
- Insurance Review
- Debt Management
- Estate Documents Checklist
 

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