Cultivating the Wealth of Family
In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future.
More than just enhancing your net worth, we provide the platform for you to build a successful financial future built on your core values.
From Good to Better to Best
We will guide you through the stages of financial growth and the decisions that come with it. Transition from good financial habits to better ones, and from better to the best.
Embrace collaborative financial planning that provides the tools, guidance, and empowerment to propel your family's financial future towards success.
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.
Our unique program unites families in learning, fostering financial literacy, and strengthening bonds though interactive financial education and planning.
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.
Building a secure future together.
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.
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.
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.
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.
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.