Work with Us

Are you hoping to retire in the next few years, but not sure you are completely ready?

Or maybe you’re newly retired, and want to be sure your portfolio is properly invested, so the money lasts as long as you do.

Or perhaps you’re getting a divorce, and want to be certain the assets are divided up in a way that’s best for your financial future, not simply “split down the middle” by an attorney who doesn’t really understand all the financial consequences.

If you’re looking for a qualified advisory firm, with a fiduciary duty to put your interests first, Better Money Decisions may be right for you.

If these traits sound like you, you’re exactly the kind of client we love working with:

  • You’re already retired or are approaching retirement (within the next 5-10 years)
  • You’re more interested in protecting what you have, while generating retirement income, as opposed to taking excessive risk with frequent trading and market timing
  • You don’t let the frightening news of the day, or daily market gyrations, derail your long-term investment plan
  • You understand that money is a means to living the life you want, and leaving a legacy you’re proud of, rather than a measure of “winning”

Our Approach

Our approach

At Better Money Decisions, we are investment and financial planning professionals who always act as fiduciaries for our clients. We have a legal and ethical obligation to put your interests first, any time we make investing or planning recommendations for you.

As our client, you’ll be enrolled in our comprehensive program, Financial Wellness For Life. This includes:

As you see, this process helps us get to know our clients very well! We’ll help you identify any challenges of meeting your financial goals, and help you develop solutions and even uncover opportunities you may not have realized!

We use the latest financial technologies, so we are able to offer you 24/7 access to your TD Ameritrade account, as well as risk assessments, portfolio X-rays and portfolio rebalancing.

Our planning approach is more proactive and thorough than your parents’ advisors may have been. We don’t present you with a leather-bound book that contains a “plan.” Instead, our Financial Wellness For Life process is comprehensive and ongoing. We make changes and updates at least yearly, but more often if your life circumstances change – or if you would like to see what would happen if you retired early, took that big vacation or decided to gift money to your family or favorite charity.

We work with clients throughout the U.S. Our clients reach out any time they need assistance or have a question, and we meet by phone or video conference, or often address the question via email. This is very different from the old-school advisor who requires you to drive through traffic at inconvenient hours, just to sit down in their office.

If you’ve never thought about working with an advisor virtually, we believe you’ll be pleasantly surprised at how smooth and efficient the process will be.
Of course, if you are local to one of our offices, we’re happy to meet with you in person, as well! Whatever works for you!

To best serve your needs, we have a professional team of licensed advisors, as well as knowledgeable and competent support staff. We all work together to serve our clients’ needs.

Let’s Talk!