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Amy Manley CFP®

Discover How Best Life Financial Planning Turns Your Financial Dreams into Reality

About Amy

I grew up on a farm in the beautiful Finger Lakes region of Upstate, New York. My parents instilled the values of hard work, love of God and family, and taught me to love my neighbor and trust and take care each other.

 When I graduated from college, my dad and his financial advisor sat me down and said “You should become a financial advisor. You are good with people and at finding solutions.”

I became a financial advisor in 2012 and earned my CERTIFIED FINANCIAL PLANNER™ CFP® credentials not long after. It was then that I realized that the first step to financial health isn’t investing, it is financial planning.

I graduated from Cornell University where I majored in Agricultural Economics and Applied Business and Finance. I previously held the series 7 and 66 licenses as well as life, health, and variable annuity licenses. I currently hold the Certification for Long-Term Care (CLTC®)


Why Choose Us… Your Top Priority Expansive Investment Opportunities Optimize Your Wealth and Secure Financial Peace

Fiduciary Responsibility

Bound under Fiduciary Responsibility (Legally Required to have your best interest in mind)

No Minimums

There is no minimum investment or net worth required for our service

Keep More of Your Money

We charge a fixed-fee or an hourly rate depending on complexity, rather than a percentage of investments

Peace of Mind

Help you build a financial plan to give you peace of mind.

Advanced Planning

Wealth Enhancement

Wealth Transfer

Wealth Protection

Charitable Giving

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Advanced Planning

Our advanced planning services are designed to help you achieve your long-term financial goals. Whether you're planning for retirement, saving for a major purchase, or simply want to maximize your wealth, we can help you create a customized financial plan that aligns with your unique needs and priorities.


Wealth Enhancement

Our wealth enhancement services are focused on maximizing your financial potential. We work with you to identify opportunities for growth and develop strategies for increasing your wealth over time. Whether you're looking to invest in real estate, start a business, or simply grow your savings, we can help you make informed decisions that will help you achieve your financial goals.

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Wealth Transfer

Our wealth transfer services are designed to help you plan for the future of your wealth. Whether you're looking to pass your assets on to your heirs, establish a charitable foundation, or simply want to ensure your wealth is distributed according to your wishes, we can help you create a customized plan that meets your needs and goals.


Wealth Protection

Our wealth protection services are designed to help you safeguard your financial assets. Whether you're concerned about the risk of market fluctuations, potential legal challenges, or simply want to ensure your wealth is secure for the long term, we can help you develop strategies to protect your wealth and ensure it is preserved for future generations.

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Charitable Giving

Our charitable giving services are designed to help you make a positive impact through your financial gifts. Whether you're interested in supporting a specific cause, establishing a charitable foundation, or simply want to make a difference in your community, we can help you create a charitable giving plan that aligns with your values and goals.

Frequently Asked Questions

What is Fiduciary Responsibility?

Fiduciary responsibility is the legal obligation of a person or organization to act in the best interests of another party. In the context of financial planning, a financial planner has a fiduciary responsibility to their clients, which means they must prioritize the financial well-being of their clients above their own interests. Fiduciary responsibility is a critical component of the financial planning process, as it ensures that clients can trust that their financial planner is acting in their best interests and not simply trying to sell them products or services for their own benefit.

How often should I review my financial plan?

It's generally recommended to review your financial plan at least once a year, or more frequently if there are major changes in your life, such as a job change, marriage, or the birth of a child. This will help you stay on track with your financial goals and make any necessary adjustments to your plan as your circumstances change.

How old do I need to be to get started?

It's never too early to start planning for your financial future. Even if you're just starting out in your career or are still in school, it's important to start thinking about your long-term financial goals and how you can achieve them. By starting to save and invest early, you can take advantage of the power of compound interest, which can help your money grow over time. Plus, by developing good financial habits early on, you'll be better prepared to handle financial challenges that may arise later in life. Whether you're saving for retirement, buying a home, or simply want to build wealth, it's never too early to start planning for your financial future.

What is financial planning?

Financial planning is the process of developing a customized plan to help you achieve your financial goals. It involves analyzing your current financial situation, identifying your financial goals and priorities, and developing strategies to help you achieve them. This can include budgeting, saving, investing, and debt management.

Why is financial planning important?

Financial planning is important because it helps you take control of your financial future. By creating a financial plan, you can make informed decisions about your money, set financial goals, and develop strategies for achieving them. Financial planning can also help you prepare for financial challenges and protect your wealth over the long term.

What is a certified financial planner?

A certified financial planner (CFP) is a professional who has completed specialized training in financial planning and passed a rigorous certification exam. CFPs are trained to help individuals and families achieve their financial goals through the development of customized financial plans and strategies.

 Secure Your Financial Future Today

Our Process

Introductory Meeting
During this introductory meeting we discuss your goals, values and interests.
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Financial Plan
Analysis of current situation, our recommendations for moving forward and detailed plan of implementation.
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Professional Network Meeting
Our team of specialists applies it's expertise to evaluate all aspects of your financial situation and devise appropriate solutions.
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Next 30 Days
Implement recommendations utilizing our network and advanced plan
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Incorporate & Optimize
This process is never complete ...
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Review & Planning Meeting
One Week
In this meeting we review our assumptions the data that we have gathered so far.
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Next 30 Days
Implement recommendations utilizing our detailed analysis and plan
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Advanced Planning Processes
• Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward
• Presentation of Financial Plan
• Review of progress toward goals
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Regular Progress Meetings
45 Days
In these meetings we review your progress in implementing your advanced plan.
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Let’s talk!

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