Bettis Financial

04/13/2026

We are excited to be nominated for Best of Alabama in the Financial & Insurance Services category! Vote now at guidetoalabama.com. Voting ends April 30th!

https://www.guidetoalabama.com/best-of/vote/financial-services

09/12/2025

We are so excited to be a vendor at CityCon presented by . Be sure to stop by booth 133 and connect with us!!! 💚

12/28/2024

Your Financial Journey Matters

At Bettis Financial, we believe every financial journey is worth celebrating. As we approach 2025, take a moment to reflect:

📌What financial decisions this year made you feel proud?

We’re here to help you carry those wins into the new year and build on them with clarity and purpose.

Put it into Action: Write down three financial habits you’re proud of and book a session with us to align your finances for 2025. Let’s take the next step together! 💚

https://calendly.com/bettisfinancial/financial-consultation

Send a message to learn more

12/27/2024

Bench is Gone. What’s Your Next Move?

We know the sudden closure of Bench has left a lot of business owners feeling stuck. If that’s you, here’s your reminder: you don’t have to figure this out alone.

Here’s how you can move forward with clarity & confidence:
📌Reset: Take a moment to pause, breathe, and gather your financial records.
📌Reassess: Reflect on where you want your finances to take you in 2025.
📌Realign: Partner with someone who can guide you toward clarity and peace of mind. Your financial partner should align with your business & vision.
📌Refresh: Streamline your financial systems so they work for you, not against you.

This is your chance to not just recover—but to grow. You’ve got this, and we are here to help. Let’s realign your finances together.

What’s one step you’ll take today to reset and refresh your finances for the new year?

11/15/2024

Businesses that were established or registered prior to Jan. 1, 2024, are required to submit their initial Beneficial Ownership Information (BOI) by Jan. 1, 2025.

To assist companies that are required to submit their Beneficial Ownership Information to the Treasury Department’s Financial Crimes Enforcement Network, the IRS will sponsor a free one-hour webinar on Tuesday, Nov. 19, at 2:00 p.m. ET.

In this complimentary webinar, FinCEN will:

Explain the Corporate Transparency Act.
Provide Beneficial Ownership reporting resources.
Analyze the BOI reporting requirement using the Small Entity Compliance Guide.
Describe what happens if a company does not timely report BOI to FinCEN.
Feature live question-and-answer session.

You can register below for the webinar.
https://www.webcaster4.com/Webcast/Page/1148/51462

10/28/2024

New Episode Alert! Dollars & Donuts Episode 4: Financial Boundaries – Protecting Your Peace and Prosperity

This week, we’re diving deep into setting healthy financial boundaries that protect your peace and help you stay aligned with your financial goals. In the key segment, How to Set Financial Boundaries That Empower You, I’m sharing practical tips for setting boundaries around spending, giving, and even those sometimes tough conversations about money.

Plus, I’ll be answering a viewer question about setting boundaries with family and friends when it comes to finances.

Financial Therapy Tip: Financial boundaries are crucial for maintaining peace and alignment on your financial journey.

Ready to protect your peace and prosper? Watch now, and don’t forget to subscribe and hit the bell for future episodes!

Do you struggle with setting boundaries in your finances?

05/30/2024

Registration is now open for Camp Dollarwise! We are so excited to partner with Strive Forward to host our first financial literacy camp on July 15-17th at 8:00AM-12PM.

Campers will enjoy interactive finance workshops and activities, daily lunch and snack, money management skills, and so much more!

Spots are limited per age group! Discounts available for registration of multiple kids. Let’s build a harvest of wealth one generation at a time. Register today at www.campdollarwise.com 💚

05/11/2024

Hey Bettis Friends! We are excited to announce that Bettis Financial and have partnered together to host our very first financial literacy camp for ages 5-19 in July! If you’re interested click the link in our to add your child to the waitlist! We are excited about pouring into the next generation of wealth builders! 💚💚💚

03/22/2024

This is your friendly reminder that you have exactly 3 weeks and 3 days until the April 15th tax deadline. If you still need help getting your taxes done Bettis Financial has a few more spots left for clients. 💚💚

03/19/2024

Hey Bettis Friends! We’re here to share a powerful truth with you: Money mindfulness is your key to financial empowerment, not a set of restrictive rules.

Think of it this way: when you practice money mindfulness, you’re not saying “no” to things you enjoy; you’re saying “yes” to a future where your financial well-being thrives. It’s about making conscious choices that align with your goals and values.

If we were to look at your bank statement today what would it say that you value the most?

When we embrace money mindfulness, we are choosing to take control of our financial journey rather than letting it control us.

Make a commitment this week to learn, grow, and empower yourself to make intentional choices that pave the way for financial freedom. Are you ready to take the first step? 💚