Live Your Best Financial Life

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

Clarity, Control & Intention

Financial Planning

Investment Management

Equity Compensation

Our Fiduciary Duty

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.

Blog

Why It’s Best to Ignore Individual Stocks

Why It’s Best to Ignore Individual Stocks

Buying an individual stock is like placing your money on a single number in roulette, but much, much worse. In the United States, there are hundreds of large investment firms trying to pick the best stocks. Within these firms are talented, educated and well-connected analysts whose sole responsibility is to know whether to buy or sell 5-10 individual stocks.

The Upside To A Market Crash

The Upside To A Market Crash

If you are in the savings/investing mode, would you rather stock prices today be over or under the true value of the companies you are buying?

The Importance of Having Access to Your Money

The Importance of Having Access to Your Money

Needing access to your investment accounts in an emergency creates enough of a logistical hurdle but holding investments that may take weeks or months to sell can really cause a problem.

Your Investments Should Be Experienced

Your Investments Should Be Experienced

When investing, it is easy to be attracted to the various vehicles, sectors, and strategies that surround us. Wall Street (and other financial agitators) knows this and they invent new angles every day with the primary goal of getting into your pocket.

Use The Markets Like a Tool

Use The Markets Like a Tool

Investing has become a game to most, but it should never be approached this way. From meme stocks to crypto, many of you are being far too cavalier with your investments.

Realize That…You Just Don’t Know

Realize That…You Just Don’t Know

Having invested other people’s money for more than 30 years and studied other managers doing the same, it is clear to me that the markets cannot be beaten.

Are You Ready to Live the Financial Life You Deserve?

Free Consultation