BIG PICTURE PLANNING.
Get ready to confidently embrace your future.
Forthright Finances builds customized financial plans for individuals and families stepping into a new phase of life.
Where are you?
What to Expect from Scott:
Your goals are my top priority.
As your partner I can walk with you as you execute your plan.
Forthright Finances planning and advice is concise and accessible.
Your plan will include easy to follow steps to help you implement and stick with your plan
My love of lifelong learning keeps me at the top of the financial planning industry.
What I Expect from You:
Your questions are my guide to helping smooth out the transition you are facing.
Telling me about your hopes and dreams will guide how I can best help you get to where you want to go.
Any great working relationship depends on timely communication and mutual trust. I’ll work hard to keep yours and I hope you will too.
Your Investment with Forthright starts with a comprehensive financial plan for a one-time fee of $1000.
We also offer ongoing financial planning support.
For those with assets below $100,000, we charge a $1,500 annual fee, paid monthly.
For those who have assets above $100,000, we charge 1.5% of assets that we manage, up to $1 million. Above $1 million, the rate goes down to 1%.
Trade Stress & Worry for 3 Simple Steps
Gather all your financial information into one folder – your taxes, insurance, investments – everything. Let’s figure out what you’ve got and where you need to go.
Get a Plan.
Your Forthright Finances plan will reflect your hopes and dreams for the future and will fit neatly into a one-page executive summary
With plan in place, nothing’s holding you back from implementing the plan and make progress. For clients looking for long-term accountability — I’m here for you.
What’s in the Comprehensive Plan?
GOAL SETTING & MONITORING
CASH FLOW & BUDGETING
NET WORTH TRACKING
EDUCATION SAVINGS PLAN
Confidence comes with clarity.
Every Forthright Finances plan is tuned to your goals and your family. When we meet to assess your needs I will detail the specific parts of the plan I recommend for you. They may include:
Make sure that you’re spending is in line with your goals, and get tips for getting and staying on track.
What’s the right way to handle your debt? Should you pay it all off or make minimum payments?
How can you save in a tax efficient way for you child’s future?
Are you making the most of the benefits you’ve earned at work?
Will your loved ones be secure financially if you couldn’t work?
Do your investments match with your goals? Are they being reviewed regularly for any changes in your life?
When do you want to retire? When can you retire? Will your money outlive you?