Approachable coaching and honest advice from a CFP®-led team of financial experts — offered through you, free for your employees and their households, with zero product sales, ever.
Employers get a healthier, more focused workforce. Employees get a trusted expert in their corner — without a sales pitch.
*Minimum billing of $300 per month.
See how it works for employersMost “free” financial help at work comes from someone with something to sell. We built Forthright so that the only thing we ever deliver is good advice.
We never sell products, earn commissions, or take referral kickbacks. Our experts’ only goal is getting your employees the right answers.
Our financial experts are led by a CERTIFIED FINANCIAL PLANNER™ professional with a Master’s in Financial Planning and nearly two decades in the industry.
Employees can call as often as they need. Every session is one-on-one, confidential, and scheduled around their life.
It shows up at work as distraction, absenteeism, and turnover. Helping employees get their finances on track is one of the highest-return benefits you can offer.
ROI for every dollar an employer invests in employee financial education¹
of financially stressed employees spend 3+ work hours a week dealing with money issues²
of financially stressed employees would be drawn to an employer that cared more about their financial well-being²
employees admit to missing work because of financial worries²
¹ Money Management International, “Benefits of Financial Counseling and Education in the Workplace,” 2011. ² PwC Employee Financial Wellness Survey, 2017.
Employees submit a short online form with their contact info and what’s on their mind.
Within one business day, our team calls to understand the questions and book a time that works.
A one-on-one phone or video session. Options explained clearly — and an honest opinion.
New question next month? Call again. We pick up right where you left off.
“If it has a dollar sign attached to it, we probably know how it works.”
A Las Vegas native with nearly two decades in financial services, Devan has seen firsthand how often shareholder interests outweigh client needs. Forthright Partners is the answer: expert advice where the only agenda is yours.
“There is nothing more beautiful than helping someone become self-reliant.”
Not really. Many 401(k) sponsors offer presentations or phone help, but their reps are typically trained only to discuss your specific retirement plan, not the broad range of topics employees actually need help with. Also, their primary goal is to sell their own financial products, which can taint the advice they give.
Absolutely not. We never sell financial products, earn commissions, or receive referral fees — and we won’t refer clients to advisors, lawyers, or CPAs who pay us a kickback. We have no conflicts of interest.
Pricing is a simple Per Employee Per Month (PEPM) subscription: $3 per employee, per month, with a minimum billing of $300 per month. Reach out and we’ll help you get started.
Just about anything — budgeting, investments, insurance, estate planning, major purchases, and more. If an expert gets stumped, we’ll research it and get back with an answer.
Let’s talk about what Forthright could look like for your organization.