Forward Financial Planning

Forward Financial Planning is a registered investment advisor based in Germantown, Tennessee, offering comprehensive financial planning and investment portfolio management. The firm focuses heavily on financial planning as the primary tool to help clients achieve their goals. Services cover cash flow and debt management, college savings, employee benefits optimization, estate planning, retirement planning, risk management, and tax planning strategies. Forward Financial Planning primarily uses mutual funds and exchange-traded funds, constructing passive portfolios based on Modern Portfolio Theory and strategic asset allocation. Portfolios are generally managed on a discretionary basis. The firm also offers a standalone investment management option and a two-hour working session for do-it-yourself investors. Forward Financial Planning serves individuals and high net-worth individuals without requiring a minimum account size.