Better Money Choices
Turn financial planning on its head
It's not about how much money you have.
It's about the life you want to live.
We believe that everyone deserves a financial plan.
We built Better Money Choices.
You can build your plan.
Better Money Choices is an easy to use tool for individuals and financial professionals alike.
While more money is generally better than less, the endless pursuit of ‘more’, won’t
necessarily make you happier.
While more money is generally better than less, the endless pursuit of ‘more’, won’t
necessarily make you happier.
Live a richer life in 3 easy steps:
Describe 'Life Today'
Where you might go in the future starts with where you are today. Our sign-up wizard will help you establish the foundation of your plan in less than 5 minutes.
Make 'Future Choices'
Make choices about your future.
What do you want to do?
When do you want to do it?
What are the financial implications?
What do you want to do?
When do you want to do it?
What are the financial implications?
Run a 'Choice Assessment'
Get an instant evaluation of how your choices will play out over the balance of your life supported by detailed exports. Continually refine your plans, explore and discover what is possible as your life and thoughts for the future evolve.
Bring life choices & money choices together
Focus on your big, life-defining choices & the trade-offs
that may be needed to achieve them.
that may be needed to achieve them.
Elegantly simple & powerful
A visually engaging tool designed to help keep you on focused your desired life outcomes, instead of an accumulated savings goal
Open the door to clarity & confidence
Feel confident that you are on track. Achieve clarity about what's possible.
Money choices you won't regret
Taking control of your finances and future is easier than ever
Fewer Headaches
Stop stressing about how it will all work out. We'll help you understand how it all comes together.
Know What you Want
You will never get what you want if you don't know what you want. Discover what's possible.
Ask Better Questions
Be better informed about what you really need, so you can ask better questions of the financial professionals in your life.
