Better Financial Services

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Serving Washington State (206) 234-7516
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Important Notice

You are now leaving the “Better Financial Services” website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.


Schwab is a registered broker-dealer, and is not affiliated with “Better Financial Services” or any advisor(s) whose name(s) appear(s) on this website. “Better Financial Services” is/are independently owned and operated. [Schwab neither endorses nor recommends {Better Financial Services}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Better Financial Services” under which Schwab provides “Better Financial Services” with services related to your account. Schwab does not review the “Better Financial Services” website(s), and makes no representation regarding information contained in the “Better Financial Services” website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Initial Consultation

1. Client Information Form: To optimize your time with Saket Sengar, you will complete a client information form prior to your scheduled initial consultation.

 2. Analyzing Information: During the initial meeting, Saket will meticulously analyze both qualitative and quantitative data to comprehensively assess your personal and financial circumstances. This detailed examination gives Saket deeper insights into your goals and aspirations, facilitating more tailored and effective financial planning.

3. Identifying Potential Goals: During the consultation, Saket completes a comprehensive evaluation of your financial and personal situation. Together, you will pinpoint your objectives, taking into account the interplay between different goals. Saket will then help you set realistic targets, considering various factors such as life expectancy, inflation rates, tax implications, and expected investment returns. Additionally, Saket will assist in prioritizing these goals, ensuring alignment with your aspirations and financial feasibility. Saket can also  provide candid feedback on goals that may not be attainable, fostering clarity and informed decision-making.