Daniel Goodman, CFP®
Helping Families Achieve Value-Driven Prosperity
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Good Better Best Financial Planning
Daniel Goodman, CFP®
Idaho Falls, ID
Serving Clients Nationwide
Helping Families Achieve Value-Driven Prosperity
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Hello! I'm Daniel Goodman. I'm a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Good Better Best Financial Planning. More than just your typical financial advisor, I firmly believe in the transformative power of family. I'm deeply committed to empowering families like yours to take control of your financial destiny.Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Idaho Falls, ID, 83404
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule an initial client consultation. The initial call with Good Better Best is an opportunity for both of us to gauge if our approach aligns with your financial goals and values. It's a no-obligation conversation that helps ensure our partnership would be a great fit. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
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.Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear.
OUR MISSION
Our mission transcends conventional financial planning. We guide families to identify better and best financial opportunities. By narrowing down your options and zeroing in on what truly matters, we help you achieve a level of prosperity deeply rooted in your family's core values.
WHAT SETS US APART
✔️ Values-Driven Prosperity: While other firms may focus solely on the numbers, we take a different approach. At Good Better Best, we define true prosperity as financial success that is in harmony with your values. It's not just about growing your assets; it's about enhancing a life that respects your core principles.
✔️ Catch Your Own Fish: Empowering our clients to become self-reliant in their financial decision-making is one of our core values. We provide you with the resources and knowledge you need to make informed choices, promoting lasting financial independence.
✔️ Family-Centered Philosophy: Family isn't just an important thing; it's everything. Rooted in this belief, we prioritize engaging the entire family in the financial planning journey. We see the family as a powerhouse of learning, growth, and accountability.
LET'S CONNECT
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. Click the 'Book Intro Call' button above to get started today.
Education
Northern Arizona University-The W. A. Franke College of Business, Bachelor's Degree of Science, BSBA, Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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