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.

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?

Run a "Choice Assessment"

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.

Bring Life Choices & Money Choices Together

Focus on your big, life-defining choices & the trade-offs
that may be needed to achieve them.

Elegantly simple & powerful

A visually engaging tool designed to help keep you focused your desired life outcomes instead of an accumulated savings goal

Better Than a Spreadsheet

We do the calculations, so you can focus on life.

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.