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 plan in less than 5 minutes.
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.