Schedule Your Free Initial Planning Meeting
No pressure. No obligations. Just a thoughtful conversation about what matters to you.
We begin with a friendly 30-minute online Free Initial Planning Meeting. We’ll talk about what’s on your mind, walk through what it’s like to work together, and explore how we can support you. You’ll leave with a clear sense of your options and whether Plan Forward Finance is the right fit.
No prep needed. Just bring yourself.
Taking that first step can feel like the hardest part, but we’re here to make it easier. It all starts with a free, no-pressure conversation where you can share what’s on your mind and learn more about how we might work together. From there, we guide you through a clear, supportive process designed to help you move forward with confidence.
This 30-minute virtual meeting is your space to talk through what’s on your mind, ask questions, and explore what kind of support might be most helpful. We’ll listen closely, reflect back what we hear, and offer honest guidance.
If it feels like a good fit, we’ll walk you through next steps. Our services are available on a fee-based, project-based, or hourly basis, with everything agreed on upfront. You’ll always know what to expect, with no pressure and no surprises.
If it turns out we’re not the right fit, that’s okay too. We’ll gladly point you toward other helpful resources. Either way, you’ll leave the call with more clarity and support.
If we both agree it makes sense to move forward, here’s what the process looks like:
We’ll gather the details about your situation and your goals. Then we’ll help you prioritize, clarify your options, and break things down into a clear, customized plan.
We’ll walk through your plan together, answer questions, and adjust anything that needs refining. You’ll leave with a written summary and a clear, personalized list of next steps and action items.
This is where we put your plan into motion. We’ll walk through your action items together, one step at a time, so nothing feels overwhelming or left unfinished.
If you’re working on an estate plan, we’ll help you complete your documents, fund your trust, update your beneficiaries, and make sure everything reflects your wishes. You’ll finish this stage with a fully executed plan and the peace of mind that comes from knowing it’s done right.
By the end, you’ll feel clear, confident, and organized with a plan you can trust and peace of mind that it’s done right.
Take a Moment
Take A Moment is a light, fun, and occasionally nerdy collection of things worth thinking about. You’ll find financial tips, interesting facts, random inspirations, and little reminders to pause and enjoy life while you’re planning for the future.
"Life moves pretty fast. If you don't stop and look around once in a while, you could miss it." - Ferris Bueller