Help us celebrate our incredible team and amazing clients! Better Money Decisions has been recognized as one of the top 10 Financial Advisors in New Mexico by Smart Asset. https://lnkd.in/gNZFziME
Better Money Decisions
金融服务
Santa Fe，New Mexico 303 位关注者
A Better Approach To Living Your Best Financial Life
关于我们
Are you seeking a better way to live your best financial life? Better Money Decisions is a wealth management and investment advisory firm with a passion for helping driven individuals grow their wealth during their careers and enjoy their retirement through holistic planning strategies. Our team is deeply committed to enhancing your quality of life, fostering better living, and instilling confidence in your financial choices. Led by a team of dedicated investors and planners, we advocate for a superior method of delivering financial guidance. Through our ongoing collaborative efforts, we empower your life with the essential financial freedom you deserve across every life transition. Our renowned holistic wealth management process positions us as your dedicated financial advocates, going beyond typical investment advice and yearly planning sessions. Operating as a fee-only fiduciary firm, our sole focus is on you and your future. Make the better money decision today and put your future first.
- 网站
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https://www.bettermoneydecisions.com
Better Money Decisions的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Santa Fe，New Mexico
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Financial Advisor、Fee-only Investment Advisory、Fiduciary Financial Planning、Retirement Planning、Estate Planning、Wealth Management、Tax Planning和ESG Investing
地点
Better Money Decisions员工
动态
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Welcome 2025! Here is to starting the new year with new vision and new goals. Financial planning is for your future. Save for your future. Invest for your future. Plan to ensure a comfortable financial future. Make these your New Year’s resolutions, and we’ll ensure you keep them! Looking for a new financial partner that truly understands your unique journey? Send us a message to schedule your no-obligation conversation and kick-start your journey towards financial independence.
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Holiday shopping is in full force. Although the holidays are a season of joy and special events shared with loved ones, they can also be hectic times. Planning and hosting parties, buying and wrapping gifts, traveling – the list of extra tasks we take on during the holidays sometimes feels overwhelming. We’re sharing our four simple yet effective tips to help you celebrate the season without sacrificing financial peace of mind. https://lnkd.in/gAdKkmXt
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For our team, holistic financial wellness means visiting all the areas that impact your life. One of those many aspects that is often ignored is planning for long term care. This short webinar is brought to you as part of an ongoing initiative to shed light on the many misunderstood financial topics that impact your progress towards financial freedom. Enjoy. https://vist.ly/3mne7dy
Financial Planning For Long Term Care - FREE WEBINAR
https://www.youtube.com/
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Help give a huge congratulations to Lea Ann Knight, a Managing Partner at B$D!
?? NAPFA Women to Know 2024 Spotlight ?? Lea Ann Knight, CFP?, is a co-owner and Managing Partner of Better Money Decisions, a woman-owned Registered Investment Advisory firm. With her investing and financial planning background, she enjoys working closely with clients to design and implement customized financial plans. Before joining Better Money Decisions, Lea Ann was a partner at @North American Management, a Boston-based RIA. She was also the founding member of Garrison/Knight Financial Planning, a Limited Partner with Edward Jones, the Chief Administrative Officer for a private equity group at Morgan Stanley, and a Senior Manager for Deloitte & Touche LLP. Lea Ann is also a past financial columnist for Time Inc.’s All You magazine and has been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplingers, among other financial media. Much of her focus has been on helping clients through life transitions and empowering women to manage their affairs with greater confidence. She graduated from Stanford University and holds a master’s degree in Advanced Financial Planning from Golden Gate University. When not helping clients, Lea Ann is forever working on her backhand in tennis. ?? Why would Lea Ann recommend this professional to other women? ?? "If you are passionate about empowering women (or really anyone) to manage their financial life with confidence, this is a highly rewarding profession. You will help people every day. And if you are a woman who wants flexibility to scale your work hours up and down as life progresses, there is no better long-term career. In what other profession can you listen to stories, tell stories, do math, laugh, cry and celebrate - and get paid for all of it!" Read Lea Ann's full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK #NAPFA #FeeOnly #FinancialPlanning #WomeninFinance #FinancialAdvisor #WomeninBusiness
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Not all financial advisors are created equal. With different rates comes a different set of expectations. How do you know if you're getting your money's worth? Lea Ann Knight, Better Money Decisions Managing Partner, contributes to an article for Market Watch on the differences between a fiduciary, fee-only planners, and advisor rates. https://vist.ly/3mikuhh