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
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FINANCIAL PLANNING
​AND INVESTMENT MANAGEMENT

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

In all stages of life
Everyone, regardless of net worth, deserves good financial counsel.  We serve a wide variety of clientele, from newlyweds to retirees, and every stage of life in between. We do comprehensive financial planning and ongoing management of investments as needed.

Customized
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 with your finances, if you are growing your family, if you are looking ahead to the future, or if you are planning on a sudden windfall.

Components of Financial Planning
A few areas we might touch on include budgeting and cash flow planning, debt management and control, insurance planning, tax strategies, teaching your kids about money, estate planning, Social Security maximization analysis and basic small business planning.

In addition, 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.
Contact Us for a Complimentary Initial Consultation

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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