Will Your Money Last As Long As You Do?
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You're Ready For The Next Step
No Clear Plan of Action
You've been saving and investing, but you don't have a comprehensive roadmap for retirement
Fear of Running Out of Money
You're worried you aren't saving enough or that your money won't last through retirement
Feeling Like You're Missing Something
There are so many financial decisions and strategies – what if you're overlooking something important?
Want Comprehensive Guidance
You need help with all areas of your financial life, not just investment management
OUR SERVICES CAN HELP YOU
SAVE TIME
Working with a CFP® Professional (as well as an author and former Professor!) will help you speed up the timeline on your financial plan.
MAXIMIZE YOUR ASSETS
You’ve worked hard to get to where you are, and you want to continue making smart choices with everything you’ve earned.
BE CONFIDENT
Remove confusion and doubt surrounding your finances and confidently move into the next chapter of your life.
MEET SCOTT
Hi there! I’m Scott, and I love helping people make the most of their finances so that they can enjoy their life without stressing about money or financial decisions.
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, watching the USC Trojans football team, reading about American history, and finding new hiking spots.
OUR PROMISE TO YOU
WE FOLLOW THREE SIMPLE RULES IN ALL OUR WORK WITH CLIENTS
WE WILL ALWAYS DO THE RIGHT THING
We will always give you advice that puts you and your family first. We will be honest and transparent in everything that we do for you and everything that we recommend.
WE WILL ALWAYS DO OUR BEST
We are committed to excellence in our work. That’s why I am sought out my Certified Financial Planner designation, as well as taught Financial Planning to college students. Everything that we do for you, we will do it to the best of our abilities.
WE WILL DEEPLY CARE ABOUT YOUR SUCCESS
We do this work because we want to help people live better, more fulfilling lives. Having confidence with your money should allow you to live a flourishing life, and we want to help you do that.
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How We're Different
Retirement Planning Focused
We are not generalists, who haven't developed an expertise in any one area. Our work and focus is on people near and in retirement, and all the issues and decisions they face.
Tax Planning Focused
Unlike most firms, we have a strong focus on your taxes. Not just in lowering your current tax return, but also on how to pay less in taxes over your lifetime.
Estate Planning Focused
We partner with a national Estate Planning firm so we can create or review your estate plan with the help of experts at significantly lower prices than the national average.
Completely Independent
We are not beholden to any firm forcing sales quotas or restricting us to certain types of investment companies or products. We simply recommend what is best for you.
Fee-Only Fiduciaries
We do not receive commissions and we do not sell any products. We do this so that our advice is strictly in what is in your best interest (also known as a fiduciary duty).
Transparent Flat-Fee Pricing
Simple, predictable pricing starting at $6,000/year for retirees. No percentage fees that increase as your assets grow. You know exactly what you're paying.
How We Can Help
Free Financial Planning Resources
Free Courses & Books
→ How To Retire Video Course → Read Our Books & Downloads → Value of a Financial PlannerReady to Create Your Financial Plan?
Ready to stop researching and start implementing? Let's create a personalized strategy for YOUR situation.
Most people spend more time planning their vacation than their retirement. Don't let that be you.
Here's how our free consultation process works:
No pressure. No sales pitch. Just clear guidance for your financial future.
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