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Because
Better Life Group is a fee-only financial advisory firm, we
receive no compensation (NO COMMISSIONS) from the sale of
financial products from third parties. All potential conflicts
of interest regarding compensation are removed, allowing us
to work entirely on your behalf.
Your initial meeting with us is complimentary - no charge.
We offer two services:
1. The Client Centered Planning System™ for families and indviduals. Clients pay an agreed upon fee for services that include Client Retreats, Family Meetings, Advanced Financial Planning and Investement Management. The amount of the fee is determined by the scope of the work. The Client can opt to pay for each step in the process as it happens or an annual retainer fee.
2. Workshops for not-for profit groups. Better Life Group works with Not-For-Profit organizations to offer unique learning experiences and programs tailored for their donors and friends.
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