Your money should
help you build wealth - not stress you out.
Track your finances, reduce taxes, organize your money, and build wealth automatically with Better Ways Personal.
Secure
Financial Dashboard
Nationwide
Support
Real Human
Guidance
Tax + Wealth
Focused
Most people never get
a real financial system.
Budgeting apps track spending.
Banks hold money.
Tax software files returns.
But very few people have a connected system helping them:
- Organize finances
- Lower taxes
- Grow savings
- Build long-term wealth
Better Ways Personal helps you take control of your financial life.
Financial Clarity
- Net worth tracking
- Cash flow visibility
- Smart budgeting
Tax Optimization
- Tax planning
- Withholding guidance
- Filing support
Wealth Building
- Retirement guidance
- Investment allocation
- Savings strategies
Automation
- Paycheck allocation
- Bill planning
- Wealth on autopilot
How It Works
Choose Your Plan
Pick the plan that fits your life and goals.
Connect Accounts
Securely link your bank, credit cards, and accounts.
Get Your Dashboard
See your financial picture in one simple view.
Build Your Wealth System
We help you create a plan, automate it, and grow.
Simple Plans. Powerful Results.
Choose the plan that fits your life and goals.
STARTER
Free
$0 /month
Start organizing your financial life for free.
- Basic financial dashboard (net worth snapshot)
- Monthly budgeting tool
- Tax estimate calculator
- Educational content
- Upgrade prompts to paid tiers
- FREE OFFERS -
- FREE LLC Filing
- FREE Tax Assessment
- Free Wealth Plan
FOUNDATION
$39 /month
A simple financial system for individuals & families.
- Monthly financial dashboard (net worth + cash flow)
- Automated budget tracking
- Tax estimate + withholding guidance
- Annual tax filing (simple W-2 returns)
- Email support
GROWTH
$129 /month
Build wealth with proactive financial guidance.
Everything in Foundation, plus:
- Quarterly financial reviews
- Tax planning and optimization
- Retirement guidance (401k, IRA)
- Savings and investment allocation strategy
- Priority support
AUTOPILOT WEALTH
$299 /month
A fully designed system to automate your financial life.
Everything in Growth, plus:
- Full wealth automation system design
- Paycheck allocation strategy
- Advanced tax strategies
- Net worth tracking + wealth roadmap
- Dedicated advisor support
Secure. Private. Your information is always protected.
What Our Members Say
★★★★★
“Better Ways has completely changed the way we run our business. Our numbers are clear, our taxes are optimized, and we finally have peace of mind.”
— Jessica R.
E-commerce Store Owner
★★★★★
“The team is proactive, responsive, and actually cares about our success. Highly recommend for any growing business.”
— Mark T.
Construction Company
★★★★★
“Our profits have improved and we finally understand our financials. Best decision we've made.”
— Sarah L.
Marketing Agency
5.0 ★★★★★
Based on 120+ Google Reviews
Frequently Asked Questions
How does the product pricing work?
Our pricing is tiered based on usage and features. You can start with a free trial, then choose a monthly or annual plan. Discounts are available for annual subscriptions.
Can I change my plan later?
Yes — you can upgrade or downgrade your plan at any time from your account dashboard. Prorated credits apply when upgrading mid-billing cycle.
What kind of support do you provide?
We provide email support to all customers and priority live chat for paid plans. Extensive documentation and onboarding guides are available online.
Is there a trial period?
Yes, we offer a 14-day free trial with access to most features. No credit card is required to begin the trial.
How do you handle data security?
We follow industry best practices including encryption at rest and in transit, regular security audits, and SOC/ISO-compliant processes. See our security page for full details.
Where can I find integration docs?
Developer documentation, SDKs, and API reference are available at /docs. Sample integrations for common platforms are included.
