BIG PICTURE PLANNING. COMPREHENSIVE DETAILS.
Get ready to confidently embrace your future.
Forthright Finances builds customized financial plans for individuals and families stepping into a new phase of life.
What to Expect from Scott:
I am a proud Certified Financial Planner™, as well as college professor of financial planning.
I only earn compensation from my clients directly. I don’t earn any commissions of any kind.
Every single recommendation I make will be based on what is in your best interest, not mine.
I strive to make all of my planning advice clear, concise and free of financial jargon.
Your plan will include easy to follow steps to help you implement and stick with your plan.
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 Options To Work With Us
Your Investment with Forthright starts with a comprehensive financial plan for a one-time fee of $1997. What’s included in the plan? Scroll down below.
To ensure your plan is implemented and you make the financial progress you want, we offer ongoing financial planning support. We meet regularly with our clients, and offer unlimited email and phone support as well. We are here to help our clients make the most of their money. You can see the fees for ongoing services on our FAQ page.
If you have just one or two issues/questions, and don’t need to engage in comprehensive planning, then you can also hire us for hourly financial planning. The hourly planning fee is $200-300 per hour, depending on complexity.
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?