Why Forthright finances?

Because you deserve only the best
CFP Professional
CFP® PROFESSIONAL

I am a proud Certified Financial Planner!  Sadly, most (around 70%) of the people who call themselves financial advisors don’t hold this designation.  In addition, I teach Financial Planning at Cal State Northridge.  This means that I am at the top of what’s happening as it relates to your money.

Fee Only
No commissions

Forthright Finances is a “fee-only” firm – which means we only receive compensation from you, our client, directly.  We never receive commissions, we have zero sales quotas to hit, and we never get offered exotic trips for selling certain products (yes, that actually happens). 

Fiduciary
Fiduciary

Forthright Finances is a fiduciary.  I know, I know – what the heck does that mean?  In English, it means that we always act in your best interest.  We have intentionally structured the business so that we are liable if we ever give you advice that doesn’t put you first.

Meet scott 

Hi there! I’m Scott, and I help people retire comfortably with all the money they need without having to sacrifice their current lifestyle.

I am a proud Certified Financial Planner™, the author of three books (and counting!), and have taught Tax and Estate Planning to college seniors majoring in Financial Planning at Cal State University Northridge. I am also the owner of Forthright Finances, a fee-only Financial Planning firm that always acts in our client’s best interest. 

In my free time, I love going to LA Clipper basketball games (pre-Coronavirus!), watching the USC Trojans football team, reading about American history, and finding new hiking spots.

 

Our books

to help you have the retirement you deserve
 
65 Questions To Ask Before Retirement
 
Retirement Tax Bomb

Free Resources

Download Now To Clarify Your Financial Life
 

Meet Life Head On

 
Nearing Retirement Forthright Finances
NEARING Retirement

Prepare for the day your last paycheck hits the bank. Look forward to it, rather than question if it will ever come.

 
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Forthright Professional Families
Young professional

Ready to make the best decisions about your money and take advantage of financial planning’s secret tool – time?

 
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Financial Planning Widowed Divorced
Amgen Employees

You’ve worked hard in your career – let’s make sure your income and your benefits work as hard as you do.

 
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One-Page Planning

 

Financial planning is a tremendous effort. All the moving pieces, the unpredictable bumps in the road, and those temptations to throw caution to the wind and just have a bit of fun. It doesn’t have to be a slog. And it doesn’t have to be something you tackle on your own.

 

Your customized Forthright Finances plan will fit on one page. You’ll have all the information you need to meet your future head on right in front of you. It starts with a comprehensive (one page!) plan that you can pair with ongoing support and accountability.

What’s In the Plan?

 

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PROFESSIONAL AFFILIATIONS