Forward Focus Financial Planning is a firefighter-owned fee-only fiduciary financial planning firm.
That's a lot of F-words, but let me explain.
This shop is run for firefighters by a firefighter. I understand the job, the benefits, the stress. Fee-only means I do not collect commissions or any additional fees from the investments or other products I may recommend. I believe the fee-only approach aligns with the client's best interest. And as a fiduciary, my duty is to the client above all else.
Comprehensive Financial Planning
Financial Planning Fee:
$1,800/year* billed monthly
*Fee is dependent upon complexity
The fee begins in the month following onboarding.
iNvestment management Fee:
$0 to $500,000
$500,000 to $1,000,000
$1,000,000 and above