Daniel Goodman, CFP®
Helping Families Achieve Value-Driven Prosperity
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
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.
How to Find Financial Advisors for Small Business Owners
Looking for a Financial Advisor for Latter-day Saints?
Looking for a Financial Advisor in Idaho Falls, Idaho?
Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor for Newlyweds?
Financial Advice for New Parents
-
Five Ways to Include Kids in Family Finances
-
Developing Family Values with Financial Planning
-
A Road Map from Emergency Preparedness to Financial Independence
-
How to Help Kids Choose The Best Career
-
Hiring Children in the Family Business: Exploring Tax Benefits and Other AdvantagesHiring Children in the Family Business: Exploring Tax Benefits and Other Advantages
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.