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

How To Define What You Want Out Of Life

How To Define What You Want Out Of Life

If I were to ask you what your goals are for your life, would you be able to answer? Or, would it evoke a sense of overwhelm or fear that you won’t be able to achieve or accomplish everything you want to in life? That you can’t or won’t do “enough.”

The Truth About Your Income

The Truth About Your Income

There is an increasing number of ways to be compensated for what we do, and it’s key to know how you are being paid, when, and why. Money isn’t everything, as they say, and they are absolutely right.

Why Did Goldilocks Get It Wrong?

Why Did Goldilocks Get It Wrong?

First things first, Goldilocks is a thief – let’s just get that out of the way. But have you ever happened to notice the other, less obvious way that Goldilocks got it all wrong? Together we will explore that answer as it relates to your – you guessed it! – finances, but more specifically, we will look at how it refers to the type of accounts you can use to store and grow your wealth.

The Last Dumb Investor

The Last Dumb Investor

Given the market has always risen over any 17-year period, this poor soul must have bought on October 9, 2007, just before the S&P 500 index threw in the towel and dropped nearly 50%. That dumb buyer would have “lost” half their money in just a little over a year.

Don’t Let Your Investment Plan Crash With The Markets

Don’t Let Your Investment Plan Crash With The Markets

In many cases, philosophies are the basis for how we think and plan. If you can see how my simple driving philosophy helped here, perhaps you can see how an investment philosophy may help when it comes to your money and the market.

Does Your Financial Advisor Buy Lottery Tickets?

Does Your Financial Advisor Buy Lottery Tickets?

When we trade our cash for things, we are either investing or making a purchase, and it is imperative to understand the difference. For me, buying a lottery ticket every once in a while gives me the chance to dream a little bit of what life would be like if I were to win. At no time do I actually believe I will win – we all know how steep the odds are – but I know for a fact that I won’t win if I don’t buy a ticket.

Are You Ready to Live the Financial Life You Deserve?

Free Consultation