Creatively, we wanted the symbolization of our personal and steadfast commitment to helping each client maintain success in reaching all of their goals no matter what ups and downs life throws at them. This dynamic new name and logo showcases the questions we uncover, the thought-provoking conversations we have, and, most importantly, the commitment to oneself in order to make the journey.
We focus on the best ways to use your resources to achieve what you want in life, given the risks you are willing to take. Your Guide to Eliminating Financial Anxiety As a fee-only financial planner, Joe Morgan gives the answers you need to help calibrate your financial life with comfort and ease. Because money well-managed sets you free.
We focus on the best ways to use your resources to achieve what you want in life, given the risks you are willing to take. Your Guide to Eliminating Financial Anxiety As a fee-only financial planner, Joe Morgan gives the answers you need to help calibrate your financial life with comfort and ease. Because money well-managed sets you free.
Services
While most financial planning firms provide advice and strategies geared toward certain products or services, Best Financial Life takes a different approach. As a fee-only financial advisor with 25 years of experience at major organizations including Silicon Valley Bank, Joe Morgan provides clients with non-biased and personalized advice.
If that sounds familiar, then take a deep breath and know you are not alone. From this moment on, you will have all the answers and confidence you will need to make smart, deliberate moves with your money. I will guide you, and through a collaborative effort, we will understand what your finances look like now and how each decision you make will affect them in the future.
What passes for financial advice in much of my industry is really just maneuvering designed to sell you a product, whether you need it or not. The person you are talking to is thinking about their commission and, even if they wish to give you the best advice they can, that advice is limited only to the products they represent and tilted heavily to the highest commission products, not the most appropriate.
Over the years, Best Financial Life has proudly served a number of families and individuals, but we've seen the most success with women. Women who manage the household finances, women who seek financial clarity, and women who have become frustrated with Wall Street. Are you getting closer to retirement, but your financial status isn't quite where you want it to be? Are you searching for confidence in your finances for the rest of your life?
What financial situation or environment is challenging you right now? If you don't quite have the answer or don't want to say it out loud just yet, that's okay. I do, however, urge you to start at episode one and hit play. Together we will navigate and translate your financial state so you can take purposeful action with your money based on your specific needs.
Reviews (8)
Natalie D.
Dec 06, 2021
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My husband and I had our first financial session with Joe and we cannot thank him enough for his guidance and expertise when it came to understanding our stock options! He took his time to understand who we are, what our priorities are, and what our financial goals are for the future. We look forward to partnering with him in the future! Thanks Joe! You're the best!
Theo H.
Dec 03, 2021
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My wife and I had recently a free 30 min consultation with Joe for assistance with a retirement planning. Joe was extremely professional, and a good listener. Though retirement planning is not part of the services he offers, when asked a question on company stock options, he was open to give some good advising to us as and at the end he provided us a couple of good contacts to continue with our search for a good retirement planner.
We will go back Joe next time we need one of the services he offers
We will go back Joe next time we need one of the services he offers
James S.
Jul 07, 2021
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Joe has a very informative webinar every month and after attending a couple of them I scheduled a 30 minute call with him. My wife and I are both relatively early in our careers and we wanted to make sure we were on a good path with our savings. Joe was able to look at our information and gave us some items to think about we hadn't considered before. He was able to help explain some tax rules when it comes to RSUs and ISOs and also recommended and accountant for us to talk to. Overall, it was a very valuable session for us and gave us some solid action items to take away.
Kathlyn L.
Jun 16, 2021
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My husband and I started a new business within the year and so wanted to begin creating a long-term financial plan. We reached out to a number of businesses on Yelp and Joe was the first to reply. Within minutes we were set up with a time the following week. During our call Joe took the time to get to really know us, our current finances, our values and our goals. He was completely honest with us letting us know that at this time he would be doing us a disservice by advising us because we needed to focus on continuing to grow the business and adding more to our emergency fund. We were so grateful
Ulfet Tanriverdiyev
Mar 24, 2021
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Ahsan R.
Mar 05, 2021
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I reached out to Joe for some tax advice related to ISOs. In the free 30 minutes consultation alone he gave me a lot of excellent advice. As another reviewer mentioned, I found Joe to be very genuine, helpful and knowledgeable and I would definitely recommend him to anyone looking for a financial advisor.
Shawn J.
Sep 25, 2020
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Lisa S.
Feb 17, 2017
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We were looking for an independent wealth advisor, since I worked at Schwab for 7 years I am familiar with the many offerings of help that individual investors receive. After interviewing two candidates we chose Joe and just completed an on boarding process where we looked at everything from an objective and fact based view. My husband and I couldn't be happier. We now have clear objectives, are well informed on what to do and not to do, we have looked at our expenses with a view to retirement and know what to do there. Joe provided a structured and educated way to work through all the
