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

WIDOW

We are sensitive to your needs even when life throws you a curve ball.

Sometimes life unfolds in ways we can’t anticipate. Beth came to us as a young widow who had suddenly and unexpectedly lost her husband. It was a horrible time for her, and there were a million decisions that had to be made – yet how can anyone be expected to make decisions in such a situation? Some days it seemed like every customer service rep was there to confuse and frustrate her, not to help her. 

​We helped her get tasks done on her schedule, and we were sensitive to her needs, her grief, and her ongoing pain. It was a slow process, but she is emerging as a stronger, more confident woman. Her generosity has helped fund a conference in memory of her husband that is dedicated to saving lives through education. She has a handle on her finances, even though she still considers learning about them “cruel and unusual punishment.” She is an amazing example of beauty from ashes.

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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