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Our Mission:
We are here to help YOU create a positive impact in your pocket of the world

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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.

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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.

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Our Tribe:

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  • 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

  • Organizations - business AND non-profits - who care for their employees and want to support their financial wellbeing

  • Organizations that seek to be a force for good for their employees, their customers, and their community

Our Values

Kindness  

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Engagement

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Authenticity

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Diligence 

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Community

Business Plan
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Disclaimer

Better Pockets Financial LLC (“BPF”) is a registered investment advisor offering advisory services in the States of Colorado, Louisiana, Texas, New York, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BPF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BPF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. 

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