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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  • 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
  • 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

 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.

Let Us Help You Get on Track with your Finances

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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