Better Tomorrow Financial is different
- Financial planning and advice that fits your income, values, and goals.
- Solutions to financial problems, not product sales.
- Step-by-step guidance to execute the decisions we make together at meeting times that work for you.
- Support through market and personal ups and downs.
- Trusted: we are a fiduciary, fee-only Registered Investment Advisor and don’t sell any financial products or charge percentage-based Assets Under Management (AUM) fees that increase on you over time.
- Knowledgeable: Our principal advisor, Ward Williams, first became a Registered Investment Advisor in 2011. Ward has an MBA, two Physics degrees and a Math minor, and loves spreadsheets and investing.
- Effective: Personal finance is as much about human psychology as it is about math and money. We will simplify and automate your financial life as we guide you each step of the way in implementing our recommendations. Our clients typically save thousands in annual expenses, investment fees, and taxes after completing our financial planning process.
- Flexible: We meet clients Tuesdays through Saturdays from 10 AM to 7 PM PST, but those days and hours can be adjusted for you based on your schedule. All meetings are usually done over online video calls, eliminating the need for you to travel, or put on shoes.
Contact us, and within 3-6 months we’ll cover every area of your financial life–giving it a tune up or an overhaul, per your needs and wants– and have you intelligently investing, saving, spending, protecting yourself and your loved ones, and on track for financial independence on your terms.
Reach out now
We also offer personal finance classes for corporate and private groups.