Your employer has already covered the cost, for you and your immediate household. Tell us a little about what’s on your mind and a member of our team will reach out within one business day.
Craig has some important financial questions but doesn’t know who to ask. He doesn’t want to be sold a product. He just wants answers. Here’s how Forthright helps.
Craig tried searching online, but he wants to talk to a real person. He’s hesitant to meet with a financial advisor because so many earn commissions for selling products.
Craig remembers his company’s benefits meeting: his employer provides Forthright Partners™ free to all employees. No product sales, and he can use it as often as he likes.
Craig fills out the form on this page with his contact info and a few details about his questions. The more specific he is, the more productive his session will be.
Our staff checks his request for anything missing and assigns Craig a financial expert, who reaches out within one business day.
On a brief pre-call, we review Craig’s questions to understand the scope and book a session at whatever time works for his unusual schedule.
Craig meets his expert by phone or video and speaks freely and confidentially. His expert explains every option in plain language and offers an honest opinion. We don’t hang up until he’s satisfied.
Craig gets back to his life, confident he has the best information from an unbiased source. If something comes up later, he can call back and we’ll pick up where we left off.