Frequently asked questions

No. This is a common misconception about what large 401(k) sponsors provide. Many offer on-site presentations or even phone-based help, but their representatives are trained only to discuss your specific retirement plan. They can’t cover the broad range of financial topics most employees need help with, like budgeting, investments, insurance, estate planning, and major purchases. Also, their primary goal is to sell financial products to your employees, which can taint the advice they give.

Absolutely not. The fundamental principle behind Forthright Partners™ is completely objective and unbiased financial advice. We will never sell a financial product, and we won’t refer clients to advisors, lawyers, or CPAs who pay us a “kickback.” We do not make commissions. We do not receive referral fees. We have no conflicts of interest.

Our services are offered on a simple Per Employee Per Month (PEPM) subscription of $3 per employee per month, with a minimum billing of $300 per month. Reach out to our team to get started.

Corporate clients also receive on-site educational workshops on topics of their choosing, tailored to the needs of their workforce. They’re typically delivered in several 30–60 minute sessions so everyone can attend.

We like to say, “If it has a dollar sign attached to it, we probably know how it works.” Participants call us about everything from budgeting and investments to insurance, estate planning, and major purchases. It doesn’t happen often, but if you stump one of our financial experts, we’ll research the topic in depth and get back to you with an answer. If it’s important to you, it’s important to us.

No. If your employer offers Forthright Partners™, the subscription is already paid for and is available to you free of charge.

Yes. Any member of your immediate household can use Forthright Partners™ too, at no cost.

As many times as you’d like. If something comes up later, reach out again and we’ll pick up where we left off.

Fill out the session request form. A member of our team will reach out within one business day for a brief pre-call to understand your questions and schedule your session by phone or video at a time that works for you.

Yes. We don’t tell your employer that you called or what we talked about, so you can speak freely with your financial expert about anything related to your money.