About Forward thinking wealth management
Forward Thinking Wealth Management: Your Partner in Financial Planning
Forward Thinking Wealth Management is a flat-fee, fiduciary financial planning firm that caters to owners of equity compensation positions. Our mission is to help our clients achieve their financial goals and secure their future through personalized and comprehensive financial planning services.
At Forward Thinking Wealth Management, we understand that every client has unique needs and goals. That's why we take a holistic approach to financial planning, taking into account all aspects of our clients' lives - from their current financial situation to their long-term aspirations. We work closely with our clients to develop customized plans that are tailored specifically to their individual needs.
Our team of experienced professionals includes certified financial planners (CFPs), investment advisors, tax experts, and estate planners who are dedicated to providing the highest level of service and expertise. We pride ourselves on being independent advisors who always put our clients' interests first.
We offer a wide range of services designed to help our clients achieve their financial objectives. These include:
1. Equity Compensation Planning: We specialize in helping owners of equity compensation positions navigate the complex world of stock options, restricted stock units (RSUs), employee stock purchase plans (ESPPs), and other forms of equity compensation.
2. Retirement Planning: We help our clients plan for retirement by developing strategies for saving, investing, and managing income during retirement.
3. Investment Management: Our investment management services are designed to help our clients build wealth over time while minimizing risk.
4. Tax Planning: We work closely with tax experts to develop tax-efficient strategies that can help minimize taxes over the long term.
5. Estate Planning: Our estate planning services are designed to ensure that your assets are distributed according to your wishes after you pass away while minimizing taxes and other costs.
At Forward Thinking Wealth Management, we believe in transparency when it comes to fees and charges associated with our services. That's why we charge a flat fee for our financial planning services, rather than a percentage of assets under management. This ensures that our clients always know exactly what they are paying for and can make informed decisions about their finances.
In conclusion, Forward Thinking Wealth Management is your partner in financial planning. We are committed to helping you achieve your financial goals and secure your future through personalized and comprehensive financial planning services. Contact us today to learn more about how we can help you on your financial journey.