Financial Planning and Investment Management | Albuquerque, NM - Fee-Only Financial Planning and Investment Management Albuquerque, NM | Forthright Financial Planning

FINANCIAL PLANNING
AND INVESTMENT MANAGEMENT

We provide services specifically customized to the unique needs of each client.

Philosophically, we believe that EVERYONE, regardless of net worth, DESERVES GOOD FINANCIAL COUNSEL. We serve a wide variety of clientele, from young newlyweds to retirees, and every stage of life in between. The services we provide really are customized specifically to the needs of each client, as everyone's situation is unique. We can help you if you are getting started, if you are growing your family, if you are looking ahead or if you are in transition.

Planning for those:

GETTING STARTED

Comprehensive Financial Planning focusing on
Basic Financial Education
Budgeting and Cash Flow Planning
Debt Management and Control, including worksheets and practical tips
Basic Insurance Planning (How much is enough, but not too much?)
Savvy Tax Strategies
Strategies on How to Grow Your Net Worth

GROWING FAMILIES

Comprehensive Financial Plan plus
Investment Recommendations for current or future implementation
College Planning and Raising Financially Savvy Kids
Basic Estate Planning

LOOKING AHEAD

Comprehensive Financial Plan
Investment Recommendations, Rebalancing Portfolio, and Changing Stages of Life
Detailed Retirement Projections on all accounts and policies
Timing of Social Security Benefits for maximum benefit
Estate and End of Life Planning, to include insurance and trust planning if applicable
Second Family Strategies if applicable

SUDDEN WINDFALLS (inherited or unexpected assets)

Comprehensive Financial Plan plus all information from Looking Ahead plus
Counseling and Strategies on Keeping and Growing Windfall

IN TRANSITION
Life has many transitions, some painful, and you may be looking for someone to help you through one in a secure, private manner. Whether this is the death of a spouse, a family member with dementia, an aging parent, a special-needs child, etc., we’d be happy to discuss your concerns and needs.

WHO NEED AN EXPERT OPINION
Many people often want another opinion, especially when it comes to investments or insurance. We offer to accompany our clients to meetings and set up phone calls with other financial services providers. We research the financial strength and reputation of other vendors you may be considering using. We bring our insight and experience within the industry to potential fees, policy limitations, internal and external costs and additional choices.