Better Tomorrow Financial is different
We offer:
- Solutions to financial problems, not product sales.
- Step-by-step assistance to outline and achieve your goals.
- Advice that fits your values and financial situation.
- 100% web-based meetings that fit your schedule wherever you live in the United States. (In-person sessions available for those in the greater Seattle area.)
We are:
- Effective: Our clients typically save thousands in taxes, expenses, and fees during our planning process. Your finances will be simpler and easier to manage too.
- Objective: a fiduciary, fee-only Registered Investment Advisor that doesn’t push any high-fee investment or insurance products.
- Knowledgeable: proven, time-tested approaches to reducing your taxes, investing effectively, and strategizing for life’s many stages.
- Flexible: We can meet you anywhere in the world, any day of the week day or evening based on your schedule.
Reach out now
Email us at info@bettertomorrowfinancial.com, call or text (253) 655-7627, or use the contact form here to schedule a free consultation.
We also offer personal finance classes for corporate or private groups of 10+ people.
Comprehensive Financial Planning
Contact us, and within 3-6 months we’ll cover every area of your financial life–giving it a tune up or an overhaul, per your needs and wants– and have you intelligently investing, saving, spending, protecting yourself and your loved ones, and on track for financial independence on your terms.
The topics we cover include:
- Investment recommendations (including minimizing fees & taxes)
- Retirement planning / early retirement
- Spending and saving optimization
- Employer benefits checkup and recommendations: 401k, health insurance/HSAs
- Simplifying your financial life
- Debt payoff and management
- Insurance protection (auto, home, renter’s, life, umbrella.)
- Self-employment / small business
- Education savings & building wealth for children
- Estate planning
- Home-buying / refinancing
- Disaster-scenario planning
- Special topics particular to your situation