Good Better Best Financial Planning LLC

Good Better Best provides investment management and financial planning services to individual and high-net-worth clients, offering ongoing wealth management, project-based financial planning, and educational seminars or speaking engagements. The firm delivers tiered planning options that cover areas such as business planning, retirement and estate planning, cash flow and debt management, and insurance review.

The firm typically implements client strategies by recommending and overseeing outside managers and by using digital platforms such as Betterment for Advisors, combining asset-allocation models, passive and active funds, and optional socially responsible screens. Planning engagements are collaborative and tailored, with periodic monitoring and reviews (quarterly for managed accounts) and the ability for clients to impose reasonable account restrictions in writing.

Distinctive features for a small independent adviser include formal affiliations with outside service providers for specialized consulting—tax planning through a tax/accounting firm and college-planning services through a separate college-planning entity—and an offered program of public and organizational educational seminars. The firm also integrates multiple custodial and advisory platforms (including Betterment and Altruist) and uses outside managers for portfolio implementation, which provides automated and outsourced management options less common among firms of this size.