Better Tomorrow Financial provides step-by-step financial planning covering important financial topics. They gather information about your goals, financial situation, and feelings about money. Topics covered include investment recommendations, banking automation, savings optimization, employer benefits, debt management, insurance, retirement planning, education savings, home-buying, and estate planning. After the first year, clients can continue with a monthly retainer program.
Fee Structure
Better Tomorrow Financial includes investment management in their comprehensive financial planning package for the first year. After the first year, clients can opt for an annual retainer program for ongoing access and support. The firm does not charge a percentage of your portfolio to manage your investments.