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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Keep the Same Investment Strategy Regardless of Your Stage in Life

Keep the Same Investment Strategy Regardless of Your Stage in Life

The markets do not care what stage of life you are in. I know that sounds funny, but we can sometimes think we should invest differently because of something going on in our own life.

Pay No Attention to the Financial Media

Pay No Attention to the Financial Media

The old school big firms in the financial industry make their stock market money one way. By processing transactions. They don’t care if you are successful as long as you do something and pay them a fee or commission.

Invest Everything Above Your Savings Target in Your Long-Term Portfolio

Invest Everything Above Your Savings Target in Your Long-Term Portfolio

Your Savings Target is the amount you want in savings so by definition, anything above this amount should be invested in your Long-Term Portfolio.

Do What’s Always Worked

Do What’s Always Worked

When tying your future wealth to something through investment, be sure what you are doing has always worked in the past. Don’t be distracted by the odd strategy or “opportunity.”

Be Optimistic

Be Optimistic

Things will improve, we just don’t know how. That’s what I mean by being optimistic and this is most important when markets crash.

Be Patient

Be Patient

I’m so glad that today’s culture has finally given a name to something that has killed many investors in the past. FOMO. When you hear about the fear of missing out, doesn’t it make you realize that this is something you should not be concerned with?

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