About our Firm
Forthright Finances offers young professionals financial planning advice, investment management, tax mitigation strategies so that they can live their best life, knowing that we are taking care of all the details.
OUR GOAL:
To help you build your wealth wisely while still enjoying your life (and lattes) today
WE HELP YOU ANSWER THESE QUESTIONS (& MORE):
• How much do I need to save to be financially independent (i.e., retired)?
• Do I have the right investments?
• How do I prioritize all the financial things I have going on?
• What should I select for my 401K investments?
• What do I need to do to create a proper Estate Plan?
• Am I taking full advantage of my employee benefits?
• Is there anything I can do to lower my taxes, now or in the future?
• Will my family be okay if something terrible happens to me?
• Is my emergency fund adequate?
• Is my spending aligned with my goals?
GETTING STARTED
The starting point in our work will be creating your overall financial plan, or what we call our Wealth Builder Blueprint. This Blueprint will be the guide for all other decisions that we make. However, as your life changes, as tax laws change, as the financial markets change, it is inevitable that your financial plan will change as well.
Our services are designed so that we are your trusted advisor to work with you through any and all changes in your financial life.
To learn more and get started,
visit our website.
Education
University of Southern California, Bachelor of Arts (B.A.), Political Science and Government | Princeton Theological Seminary, Master of Divinity - MDiv, Religion/Religious Studies