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.

Where are you?

What to Expect from Scott:

DEDICATED FOCUS:

Your goals are my top priority.

ACCOUNTABILITY:

As your partner I can walk with you as you execute your plan.

CLEAR ANSWERS:

Forthright Finances planning and advice is concise and accessible.

ACTION:

Your plan will include easy to follow steps to help you implement and stick with your plan

EXPERTISE:

My love of lifelong learning keeps me at the top of the financial planning industry.

What I Expect from You:

QUESTIONS:

Your questions are my guide to helping smooth out the transition you are facing.

ANSWERS:

Telling me about your hopes and dreams will guide how I can best help you get to where you want to go.

TEAMWORK:

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%.

Get Started


Trade Stress & Worry for 3 Simple Steps
Get Organized.

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.

Financial Planning Ongoing
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

Grow with Forthright Finances
Get Ahead.

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 Financial PlanningCASH FLOW & BUDGETING

Financial Planning with Net Worth TrackingNET WORTH TRACKING

Financial Planning Emergency FundEMERGENCY FUND

Financial Planning Paying Off DebtDEBT PLANNING

Financial Planning for Investment Management INVESTMENT MANAGEMENT

Financial Planning Enough InsuranceINSURANCE REVIEW

TAX PLANNING

Financial Planning 529 Education SavingsEDUCATION SAVINGS PLAN

Financial Planning Estate PlanningESTATE PLANNING

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:

CASH FLOW & BUDGETING:

Make sure that you’re spending is in line with your goals, and get tips for getting and staying on track.

DEBT MANAGEMENT:

What’s the right way to handle your debt? Should you pay it all off or make minimum payments?

EDUCATION SAVINGS:

How can you save in a tax efficient way for you child’s future?

EMPLOYEE BENEFIT OPTIMIZATION:

Are you making the most of the benefits you’ve earned at work?

INSURANCE REVIEW:

Will your loved ones be secure financially if you couldn’t work?

INVESTMENT ANALYSIS & MANAGEMENT:

Do your investments match with your goals? Are they being reviewed regularly for any changes in your life?

RETIREMENT PLANNING:

When do you want to retire? When can you retire? Will your money outlive you?

Time is your biggest ally. Let’s get started today.

Email Scott
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