Your Best Move Inc

Your Best Move, Inc. primarily works with active, former, and retired federal employees and their families, as well as private‑sector employees, business owners, and professionals. The firm offers non‑discretionary financial planning through modular planning engagements, self‑directed advisory guidance, and ongoing advisory relationships coordinated with third‑party investment managers and custodians.

The firm uses a structured engagement model focused on retirement income sustainability, risk management, and decision‑making frameworks, delivering discrete planning modules and training such as income and investor behavior guardrails. Your Best Move does not accept discretionary authority over client accounts; it provides advice and relationship management while third‑party managers perform portfolio implementation and trading, and the firm emphasizes passive portfolios to inform client expectations and resilience.

Distinctive features include the absence of in‑house portfolio management for individual clients — a co‑advisor model with third‑party managers is used instead — which is less common among independent advisers. The firm also emphasizes federal benefits and TSP‑related planning, offers fixed‑fee planning modules and self‑directed investor training, and the principal maintains a substantial, separate federal‑benefits education business alongside the advisory practice.