We come to you!
Set a meeting with us at your home or place of business anywhere in the Portland metro area. After an initial phone call to see if we might be the right fit for you, we can schedule an in-person meeting to learn more about each other.
No cost initial plan.
Financial planners typically charge $1,500 to $2,500 for an initial plan. This is due to the time required to gather and analyze client data. By creating greater efficiencies and using the best secure technology Better Planning & Investing has greatly lowered the cost. We’re also confident that once you see the value we provide, you’ll want to become a client for an asset-based fee.
A fiduciary, not a salesperson.
Christian Kruse is a CFP® certificant and as such, is committed to always putting your interests ahead of our own.
What is a fiduciary?
Honesty and Integrity
Creating Better Planning & Investing is the dream of Christian Kruse CFP, who has always believed doing right by the client is not just the right thing to do but the best way of running a business. Christian proudly adheres to the CFP Code of Ethics.
Combining the best Fintech with personal service.
We understand technology can be both empowering and frustrating. While we use technology to create efficiencies and control costs, you can always call us directly at (503) 217-2258. We’ll be with you every step of the way.
