Start living your Better Day with ADVICE ONLY financial planning!
Questions ADVICE ONLY answers
“Is everything we care about properly insured?”
Risk Management
“How do we get out of this debt cycle?”
Debt Management
“What happens to our stuff when we pass away?”
Estate Planning
“How do we pay less in taxes?”
Proactive Tax Planning
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What people say about us
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“Not only is Chris knowledgeable and incredibly helpful, but he's a great guy who genuinely cares about you as a person/couple and your financial goals."
⭐️⭐️⭐️⭐️⭐️ - Maggie
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"We’ve had a fantastic experience working with Chris. From the start, it was clear that he genuinely has our best interest at heart."
⭐️⭐️⭐️⭐️⭐️ - Spencer
No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Better Day Financial Planning, LLC to publish their testimonial or endorsement. Outcomes are personal and specific and one person's experience does not guarantee identical outcomes in the future for another person.
Here’s how we work, together
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1. We listen
Your initial meeting is always complementary, and we focus on getting to know you, your goals, your financial positions, and most importantly your questions.
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2. We create
During this stage, we work together to create your dynamic financial plan and action tasks by digging deeper into the details and verifying exact numbers to match your goals.
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3. We grow
Clients will hear from us via email at the beginning of each quarter where we provide an advisor led market outlook (on what really matters) and help implement any changes.
Fair and simple pricing
Advice Only Planning
$299/mo
No sales pitch
Customized financial plan
Quarterly advisor-led outlooks
On-demand email advice
“Our mission is to give your money purpose, educate you on the what and why, then simplify the how.”