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

NEWLYWEDS

Financial peace creates a firm foundation for any marriage.

It is so important to get married life off on financially sound footing. One of our recent client couples were trying to decide whether it made sense to buy a house in this time of low interest rates and low housing prices.  
 

We determined that it was better for them to wait for a stronger financial situation than to buy a house that really wasn’t affordable, regardless of the low interest rates. There were also prospective job changes for both, and we helped them evaluate whether those opportunities made sense given some of the employee and retirement benefits provided by their current jobs. We also determined a way to automate paying back a debt owed to a family member. Ultimately, we helped this young couple to arrive at a place of much greater financial peace.

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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