A complete list of active advisors currently associated with Best Life Financial Planning, LLC

Warmer can help you find a great advisor at Best Life Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Best Life Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.