Family Financial Planning

Embrace collaborative financial planning that provides the tools, guidance, and empowerment to propel your family's financial future towards success.

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Our Core Values

Our decisions stem from our fundamental values, fostering a space of clarity and trust. Familiarize yourself with our values, and you’ll grasp our approach.

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Financial Home Evenings

Our unique program unites families in learning, fostering financial literacy, and strengthening bonds though interactive financial education and planning.

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About Us

About Us

At Good Better Best (GBB), Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals.

Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Empowering Families To Take Control of Their Finances

Building a secure future together.

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Newlyweds<br/>

Newlyweds

  • Family budgeting
  • Student loan repayment options
  • Home buying preparation and execution
  • Trust and wills
  • Life insurance planning
  • Financial planning for cost of infertility treatments and adoptions
  • And more…
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Parents of School-Age Children<br/>

Parents of School-Age Children

  • Planning for costs of child care or home schooling
  • College savings plans
  • Kids' financial literacy
  • Allowances
  • Benefit optimization plan
  • Financial planning for kids with special needs
  • And more…
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Parents With Teenagers

Parents With Teenagers

  • College planning
  • Mission savings strategy
  • Career planning for teens
  • Charitable planning
  • Retirement planning
  • Investment management
  • Teens Investment account
  • And more…
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Small Family Businesses<br/>

Small Family Businesses

  • 401k setup and administration
  • Retirement accounts
  • Benefit planning
  • Tax planning
  • Business structure
  • Succession planning
  • Investment and expansion strategies
  • And more…
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Our History

Daniel Goodman is a CERTIFIED FINANCIAL PLANNER™ Professional

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

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Our Values

Daniel Goodman is a Member of the XY Planning Network

The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

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Our Resources

Daniel Goodman is a Member of The Financial Planning Association® 

FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

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Our Process

Daniel Goodman is a NAPFA-Registered Financial Advisor

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

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Our History

Daniel Goodman is a Dave Ramsey SmartVestor Pro

SmartVestor Pros go through an interview process with the Dave Ramsey team before they are selected for the SmartVestor program.
SmartVestor Pros have shown to have the heart of a teacher & keen interest in your long-term financial success.

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