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.

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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.

A Guarantee That’s Not Truly Guaranteed

A Guarantee That’s Not Truly Guaranteed

Do you want a guaranteed investment return? If you answered yes, I hope you added the condition that it depends on who is providing the guarantee and what that guarantee actually is.

Don’t Just Do Something!  Stand There!

Don’t Just Do Something! Stand There!

The annual update to DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) study confirmed once again that when we make moves in our portfolio, we are much more likely to be losers rather than winners.

Guns vs. Butter

Guns vs. Butter

We have limited resources, be they friends, family, money, skills, experience, or whatever. There is nothing we have that is without limit. The key to finding your own financial happiness is allocating your resources appropriately.

You Can Never Go Back

You Can Never Go Back

Our technological progress has only just begun. If you want to participate in this growth financially, the best approach is through company ownership in a diversified fashion among industries, geographies, and sectors.

Here’s a Secret: Your Financial Plan Is Wrong

Here’s a Secret: Your Financial Plan Is Wrong

They say close only counts in horseshoes and hand grenades. Close also counts in financial planning if you are diligent enough to continue to plan. Today’s financial tools offer terrific detail regarding your financial future.

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