Learn about the process used by Investment Strategists at Better Banks

Our Process

How we work.

bb investment strategists at better banks

How do I get started?

So you’re ready to get started? Great! 

Give us a call to speak with one of our team members. Once we know a little more about you, we can schedule a meeting to get further acquainted. We will discuss the process of putting an analysis together for you, which typically includes an in-depth portfolio analysis coupled with baseline capital projections indicating whether or not you are on the right track financially and where improvements are needed.

Our introductory meeting will cover a range of items. So that we can make an accurate assessment of your current financial situation, we recommend you bring the most recent monthly statement for each financial account you and your spouse have including:

  • Mutual funds
  • Personal brokerage accounts
  • Stock options
  • Savings accounts/CDs
  • IRAs
  • Company sponsored retirement plans (401(k), 403(b), etc.)
  • Pension plan information/estimates
  • 529 plans for college savings

There is no charge for this meeting. Your biggest investment at this stage of the process is the time it will take to gather together your personal account data and meet with us.

We look forward to meeting you!

Check the background of investment professionals associated with this site on FINRA's Broker Check. *No strategy assures success or protects against loss. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Better Banks and Investment Strategists at Better Banks are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Strategists at Better Banks, and may also be employees of Better Banks. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Better Banks or Investment Strategists at Better Banks. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency. Not Bank Guaranteed. Not Bank Deposits or Obligations. May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NC, NJ, NV, NY, OK, OR, RI, SC, TN, TX, VA, WI, WY.

Better Banks ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.