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.
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 plans in less than 5 minutes.
Get an instant evaluation of how your choices will play out over the balance of your life and detailed exports including your financial plan. Continually refine your plans, explore and discover what is possible as your life and thought for the future evolve.