FORWARD FINANCIAL PLANNING LLC

Overview

Forward Financial Planning LLC operates as a small, individual‑owned advisory firm focused on financial planning and direct portfolio management for individuals and small businesses. The firm positions itself as a capital allocator that relies primarily on pooled public funds for client exposure and supplements portfolios with select third‑party alternative managers. Its advisory services include financial planning, discretionary portfolio management, and selection of other advisers when clients need specialized strategies outside the firm’s core capabilities. Fee arrangements are flexible: the firm can charge a percentage of assets under management, hourly fees, or fixed fees depending on client engagement. Forward Financial Planning LLC does not present itself as an active ESG investor and is not set up as a multi‑state adviser. Its operational scale is small, which shapes how it sources and implements investments: the firm prefers readily accessible vehicles such as mutual funds and REITs, and uses external managers for alternative allocations rather than running significant in‑house alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices