When it comes to money, does it seem like you...

  • Make good money but struggle to keep it?

  • Can't tell if you're on track?

  • Don't know where to start?

  • Aren't funding the life you want?

Entrepreneur questioning financial decisions
Better alternative to typical financial planning

Typical financial planning obviously isn't the answer...

Most financial “plans” are just sales pitches in disguise. Plans like this hinge on you buying some financial widget in hopes of achieving a higher rate of return. You walk away with a magical widget, some general advice, and a lot of unanswered questions.


We offer a better alternative.



your financial life is no different

The Financial X-ray is the only data-driven process for you to see EXACTLY where you’re at and where you’re headed. 


Our process is like going to the doctor, but for your financial health.


Here’s what that looks like:

  • STEP 1

    Gather Data

    We'll send you a fact finder so you can gather the data  that's most relevant to your financial health. 

  • STEP 2

    Upload Data

    Upload your fact finder to our secure portal with the click of a button.

  • We Build Your Model

    Using the data you provided, our experts will construct your personal financial model that factors in every aspect of your cash flow.

  • X-ray Meeting

    Meet virtually with one of our wealth coaches to analyze your personal financial model and receive a “diagnosis” of your finances.

  • We provide you with clear recommendations based on data and math rather than emotions. 

Is the X-Ray for you?

The X-ray Is Right For You If...

  • You and your family want to live intentionally

  • You are entrepreneurially-minded

  • You think outside the box

  • You are motivated to find a better way

  • You will put in the work

The X-ray Is NOT Right For You If...

  • You want money to dictate your life

  • You want to stay in the rat race

  • You prefer to keep your head in the sand

  • You are fine with your father’s “financial plan”

  • You want a quick fix

What Others Are Raving About...

We knew there had to be a better way to save for our retirement. After watching many of Caleb Guilliams videos we looked at our financial situation in depth and where our money was going...

...Since our process working with the Betterwealth team, we have clarity on where we are headed for our future and feel secure knowing we have death benefits in place and we have access to our funds if we need them.


The Betterwealth team really cares about their clients and wants everyone to "unlock intentional living."
The communication between all members of the Betterwealth team has been nothing but exceptional. I would recommend this company to anyone. 

Dayna Schwartz






Tracking my money is so eye-opening. I see how valuable this 1st step is and can't believe how long I've resisted doing this and really care for my money. This accountability and checking in monthly is gold.





Francene Loomiller


Just when I thought I wasn’t going to find the real truth, I found BetterWealth. This is a company grounded in integrity with a zealous focus on actually helping and most importantly EDUCATING those people who are looking for the right tools to reach their goals. 

I got to work with real people who had the knowledge and understanding to break down my current financial picture, evaluate my future goals, and help me draw the bridge for things I needed to do to get where I wanted to go.

I’m proud to say I’m on that path and feel so secure that I have a team to help me achieve all I want in life. If you don’t have any clue where to start….. start with BetterWealth.

Jess Morey


Get Your X-Ray


  • 1-on-1 Coaching

    Personal Cashflow Coach

  • Personal Financial Model

    Dynamic & Data-Driven

  • Custom Prescription

    Exact Next Steps

  • Virtual Google Meet

  • Specialist Access

    Access Our Specialists

  • Money Back Guarantee

    No Questions Asked

We cannot solve our problems with the same thinking we used when we created them.

Albert Einstein

© 2021 Better Wealth Solutions, LLC