What services do you provide?
We offer two services:
1) A one-time comprehensive financial plan
This consists of three main steps:
- Through an in-depth review, we will fully understand your current financial situation.
- We will determine your financial goals and dreams
- We will present a fully customized plan that includes easy to understand, actionable steps for you to achieve your goals. We’ll detail what you need to do to get from where you are today to where you want to be in the future.
2) Ongoing financial planning.
In order to make the most of your finances, you can work with Forthright Finances with ongoing support from Scott Newhouse,CFP®. We will work together to set financial goals, monitor investments, and provide accountability to make sure that you are on track to live the life that you want.