Fiduciary Financial Advisors for Progressives
We are here to help YOU create a positive impact in your pocket of the world.
Financial Planning for Progressives, Do-Gooders & Helpers
Helping you make a positive impact in your pocket of the world. Because better communities can happen through better financial planning. We offer comprehensive financial planning services to help you take control of your full financial life, not just your insurance or investments. We off multiple ways to align your investment portfolio with your values, including sustainable investing and direct Indexing strategies.
HOW WE ARE DIFFERENT
We believe better communities happen through better finances. As fee-only fiduciaries, we will ALWAYS act in your best interest, not just because we are legally obligated to, but because it is the right thing to do. Here is what else sets us apart.
Real Financial Planning
We offer comprehensive financial planning services to help you take control of your full financial life, not just your insurance or investments.
No Investment Minimums
We are able to serve a diverse set of clients through our flexible pricing. This includes options for monthly subscription and asset-based pricing.
Fee-only Fiduciary
We will ALWAYS act in your best interest, not just because we are legally obligated to (not all financial advisors are!), but because it is the right thing to do.
Regular Virtual Meetings
Our financial planning process is delivered through regular meetings that designed to meet you where you are at, saving time and gas money.
Invest Your Values
We offer multiple ways to align your investment portfolio with your values, including sustainable investing and direct Indexing strategies.
Individuals that work with us typically:
- Take Pride in helping others and bettering their community
- Are individuals and families who embrace change and take steps to do so
- Recognize that money is a tool to be used in living their ideal life
Businesses that work with us typically:
- Organizations that seek to be a force for good for their employees, their customers, and their community
- Organizations - business AND non-profits - who care for their employees and want to support their financial wellbeing
- Want to offer top class retirement plan for those employees to help them save for their future
Advisors that work with us typically:
- Align with the progressive values and inclusive nature of Better Pockets Financial (resonate with progressive values and wants to work with similarly valued individuals.)
- Are looking to make a positive impact on others through true, real comprehensive planning.
- Are looking to retain ownership and independence of their business (and time) while working collaboratively and learning from an experienced team.
- Seek to escape the conflict of interest created by commissions and “production goals” (aka quotas).
