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

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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.

Blog

Rely on the Wisdom of the Crowd

Rely on the Wisdom of the Crowd

If we invest in a market-like portfolio, with wide diversification and diligence around our appropriate asset allocation, we can predict the return it will provide fairly well. It takes planning to ensure we can do everything we want given the realistic returns we can expect from such a strategy.

Protect Your Assets by Understanding Your Exposure

Protect Your Assets by Understanding Your Exposure

Many of my clients originally reached out to me because they have a lot of company stock and don’t understand what it is or when to sell it. They are aware they lack “diversification,” but don’t know what to do about it—or if diversification is a big deal at all.

I Just Sold Some Stock—Now What?

I Just Sold Some Stock—Now What?

You’ve finally pulled the trigger, selling a chunk of your company stock and leaving you with a pile of cash sitting in your brokerage account. What now? Now you have a pile of cash and need to know what to do with it. Let’s talk about that.

How to Manage Your RSUs

How to Manage Your RSUs

Running on autopilot can be dangerous. If a pilot’s course is off by 1 degree traveling from San Francisco to New York, they will end up 40 miles out in the Pacific Ocean. Likewise, if you don’t recalibrate your financial autopilot settings, you’ll miss your destination of financial security.

Get Value (and Joy) Out of Your Spending by Knowing Where Your Money Goes

Get Value (and Joy) Out of Your Spending by Knowing Where Your Money Goes

A friend recently told me that all he wants to know about his finances is how much money he needs before retiring. He doesn’t care about understanding his spending—or even looking at it! He knows his spending is high today, but he believes he can reduce it at any time, and the best time seems to be retirement. This mindset will not lead you on the path to financial success.

Give a Job to Every Dollar You Have

Give a Job to Every Dollar You Have

In today’s busy world, you might often feel like you’re drowning in responsibilities to your family, coworkers, clients, and even your neighbors. There’s always someone or something saying you ought to be doing something.

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