Good Better Best Financial Planning LLC

Good Better Best provides wealth management and financial planning services to individual clients, offering ongoing planning, project-based engagements, and business- and estate-planning advice. The firm assists clients with implementation by recommending and coordinating third-party professionals and outside investment managers, and it can implement portfolios through Betterment for Advisors as a sub-advisor.

The firm operates as a fee-only adviser and describes an investment approach grounded in asset allocation and modern portfolio theory, using a mix of passive and active strategies and the option to incorporate socially responsible investments when clients request them. Rather than conducting all investment management in-house, it conducts due diligence on and monitors outside managers and uses custodial platforms such as Betterment, Charles Schwab, and Altruist for custody and execution.

Noteworthy aspects of the firm include an explicit affiliation in which the advisor provides tax-planning consulting through a separate tax practice (Hayes Tax and Accounting) and a stated capability to deliver educational seminars and speaking engagements for groups. The brochure also highlights tiered wealth‑management service levels and the use of robo-advisor sub-advisory arrangements and outside managers — a combination of offerings that is less common among peers.