Advisor at Forward Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forward Financial Planning
Location
Germantown, TN
Credentials
CFP®, CRPC®
Industry experience
3 years
This is my second professional life. My first was healthcare administration. I completed a Master in Health Administration and specialized in business development, physician services, risk management and regulatory administration. I looked at budgets, analyzed data, and helped departments work together. My husband became a physician which brought me even closer to the patient care side of healthcare.
But life changes…constantly. I took a long detour to be a stay at home mom, then spent the last several years in the world of personal finance as a student and working alongside other financial planners. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and hold the Chartered Retirement Planning Counselor ™ designation. I am also a member of the National Association of Personal Financial Advisors, the XY Planning Network and the Financial Planning Association®. I started my own firm to provide you with an ongoing relationship so you can have a trusted partner to turn to for all your questions and concerns. Together, we can move forward to achieve your life goals.
I live outside of Memphis, TN. I have two human kids and one furry one named Blue (our standard poodle and my running buddy). I read all the time. If not reading, I am running, cooking, eating, gardening, or playing the piano.
My undergraduate degree is in psychology so the area of behavioral finance is fascinating to me. Why we do what we do, is a question that never gets old.
$5,000 minimum
Able to charge AUM if preferable.
Forward Financial Planning LLC
2021 - Present (5 years)
N/A
2021 - 2021 (1 year)
Aspire Planning Associates
2020 - 2021 (1 year)
N/A
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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