Best Life Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Best Life Financial Planning provides fee-only comprehensive financial planning to individuals and high-net-worth individuals through written plans and either one-time project engagements or ongoing planning arrangements. The firm recommends outside professionals as needed and does not manage client investment accounts or accept custody of client assets.
When securities recommendations are part of a plan, BLFP’s advice is grounded in Modern Portfolio Theory and emphasizes asset allocation, diversification, and the use of passive funds or ETFs to capture asset-class returns. Planning work typically covers cash flow and debt management, retirement and distribution strategies, tax-efficiency considerations, insurance and risk management, and regular plan monitoring with client collaboration.
Distinctive aspects include that the firm does not offer portfolio management for individual accounts and does not use percentage-of-assets fees, instead relying on fixed or hourly planning fees and recurring fixed planning engagements. The firm is newly established and its principal holds military-focused professional credentials and has experience as a personal financial counselor and prior military service, which may shape the firm’s expertise for military or veteran clients.
Client services
Expertise
Fee options
$150 per hour for project-based financial planning
Quarterly fixed fees for ongoing financial planning services ranging from $500 to $2,000 per quarter
Fee-only: Fixed fees ranging from $1,000 to $7,000 for financial planning services; hourly rate of $150 for project-based financial planning
Main office location
Best Life Financial Planning, LLC
Longmont CO, United States
Number of offices
1
Most active in
Colorado · Georgia · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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