Best Life Financial Planning is a fee-only advisory firm located in Colorado, founded by David Robinson. The firm provides comprehensive financial planning services—covering cash flow, debt management, college savings, insurance, retirement, risk management, and tax planning strategies—on either an ongoing or project basis. Investment management services are available exclusively to clients who are also engaged in ongoing financial planning. Portfolios are constructed using Modern Portfolio Theory and passive investment management strategies, focusing on low costs and broad diversification across stocks, bonds, mutual funds, and exchange-traded funds. Best Life Financial Planning operates as a fiduciary, legally required to act in your best interest, and does not sell financial products or earn commissions.
Fee Structure
Investment management services are offered exclusively to clients enrolled in ongoing financial planning. The firm builds and manages your portfolio based on your personal risk tolerance and goals, charging fees as a percentage of your portfolio or through bundled planning arrangements.