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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