One Flat Fee
Did You Know Anyone Can Call Themselves a Financial Planner?
The financial services industry is cluttered with confusion, commission-based advising and product pushing.
I founded Forward Thinking Wealth Management to cut through the confusion in this vast world that is the financial services industry. I offer full-service, financial planning focused on helping Generation X organize their unique financial lives. And I charge a single flat fee of $8,400 regardless of income or asset level. While I’m located in Akron, Ohio, I’m proud to work virtually with clients across the country.