LET US HELP YOU GET ON TRACK WITH YOUR FINANCES      |     (505) 508-5550  ext. 116
Fee-Only Financial Planning and Investment Management  Albuquerque, NM  | Forthright Financial Planning | Jenny Migdal
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    • Firm Profile
    • Investment Philosophy
    • Business Philosophy
    • Confidentiality Information
    • Privacy Policy
  • Our Services
  • Our Clients
    • Retired School Teacher
    • Sandia Engineer
    • Small Business Owners
    • Young Couple
    • High Net Worth Doctor
    • Newlyweds
    • Widow
  • FAQ
  • Contact Us
  • Home
  • About Us
    • Firm Profile
    • Investment Philosophy
    • Business Philosophy
    • Confidentiality Information
    • Privacy Policy
  • Our Services
  • Our Clients
    • Retired School Teacher
    • Sandia Engineer
    • Small Business Owners
    • Young Couple
    • High Net Worth Doctor
    • Newlyweds
    • Widow
  • FAQ
  • Contact Us
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CONFIDENTIALITY INFORMATION

Because the details of your life are deeply personal, we protect your confidentiality.

Trust
We are often asked “How do I know I can trust you?” The simple answer is you don't. Trust will develop as we have an ongoing relationship, but here are a few things with which to start.

Confidentiality​
We have a confidentiality agreement that is used in conjunction with our privacy policy. From the first contact, whether you are a prospective client or an existing client, we consider you to be under the privacy and confidentiality umbrella of our firm.


Registered investment advisers have a fiduciary duty to put clients’ interests above their own. A fiduciary has an obligation of utmost good faith and full and fair disclosure of all material facts to clients. Broker/dealers and their representatives do not necessarily have this duty. Your financial needs merit an advisor who acts as a fiduciary for you. We do what’s best for you, because you are the reason we are in business. In addition, the CFP® Board governs the practice of its professionals. They have a complaint process that is heavily weighted towards the consumer. Please check out their website at www.cfp.net.

Compliance
Additionally, there is a whole section of the financial services industry called Compliance. Compliance is all about abiding by the rules and protecting the customer. As part of those rules, you are already protected by our duty to your privacy and your confidentiality.


References
If requested, we will provide references of clients who have authorized us to give out their contact information in order to answer questions you might have. We ask that you respect their confidentiality as a courtesy to them.

Let Us Help You Get on Track with Your Finances


Jenny Migdal, CFP®, CKA®
Senior Advisor and Chief Impact Officer,
Cove Wealth Management
(formerly Forthright Financial Planning, LLC)

2125 Wyoming Blvd NE  |  Albuquerque, NM 87112
CONTACT US

Cove Wealth Management, Inc. (formerly Forthright Financial Planning, LLC) is a registered investment advisor with the states of New Mexico and Texas. As such, it is registered to transact business with and provide ​investment advice to residents of New Mexico and Texas. Only general information on available products and services is available through this website. In addition, it adheres to the de minimis requirements of other states for out-of-state clients.

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