Live Your Best Financial Life

Financial planning for tech professionals with company stock ready to integrate it into their financial life.

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Best Financial Life maintains a high-level of fiduciary responsibility. We are committed to providing the best advice according to our expertise, and will never accept commission from third-party entities. Our goal is to help you attain the comfort and success of financial fulfillment.

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Surviving a Down Market: One Mistake You Can’t Afford

Surviving a Down Market: One Mistake You Can’t Afford

There are many mistakes we can make when investing, the most significant of which is sitting out of the market. Most of the others lead us to the conclusion that we should sell our portfolios and "wait for a better time to invest."

What a Great Financial Planner Can Do for You

What a Great Financial Planner Can Do for You

In this “bullet point post,” I’ll share what I believe you need from your Financial Planner (even if that might be you!)

Why It Pays to Pay Taxes

Why It Pays to Pay Taxes

Most people will delay paying tax as long as possible. We see this quite often in taxable investment portfolios where you can choose to sell investments with gains or losses when readjusting your portfolio.

Spend With Joy

Spend With Joy

How can we find joy in our spending? When we know it aligns with our values and goals. This sounds simple but is not so easy to do in real life. First, we don’t often think about our values. Things like good health, caring for family, or securing a thriving future do not come to mind as we browse online or stand in the grocery store.

Grateful For Capitalism

Grateful For Capitalism

Before capitalism the world knew only one way to live together: follow someone who became a leader either through feats of strength, lineage, or some other unrelated factor, and depend on him (mostly “hims”) to lead you well.

Your Path to Financial Improvement Begins With This Question

Your Path to Financial Improvement Begins With This Question

There is always room for change or improvement when it comes to your finances. But what you really should be asking yourself is this: Am I looking to optimize my current situation, or am I looking for tremendous improvement? In fact, for most people, simply understanding their current situation – what they own, what they make, what they spend, and what they owe – can be a radical improvement. This type of realization helps you grasp the bigger picture rather than spending energy on some minor issues.

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