Frequently Asked Questions

What type of clients does Fresh Forward accept?

For too long, financial planning and wealth management has been exclusive to high-net worth individuals with required minimum investment amounts. Fresh Forward welcomes clients from all walks of life and does NOT require a minimum investment.

Our specialty includes women, widows, and women in transition (divorcees), however, we are a financial planning practice open to all.

What are your fees?

We never receive commissions or incentive-based compensation from third-parties.

No hidden fees. Transparent pricing. Fiduciary standards.

Project-Based planning fees begin at $495 and increase based on number of topics involved and complexity.

Comprehensive planning package has two phases. First is the financial planning fee for the initial plan establishment, only paid once (payment options available). Pricing starts at $1595 and increases with complexity.

Following the initial planning phase, you'll either transition into a 1.) on-going financial planning with a flat annual fee or 2.) investment management (financial planning included) a percentage fee based on the market value of your investments under management. Our investment management fee ranges from 1.00% - 0.70%.

All fees are detailed further in the discovery meeting and agreed upon before entering a service agreement.

What geographic area do you service?

Currently we provide services to Arizona residents. You have the option to meet with your planner virtually and/or in-person. If you live outside of Arizona and are interested in our services, please contact us at tara@myfreshforward.com.

Where and how do we meet?

You have the option to meet with your planner in-person and/or virtually.

If you live in the Greater Phoenix Area and prefer an in-person meeting, you'll have the option of several private conference room locations throughout the valley. Choose whichever is most convenient to you.

We currently utilize a service that reserves private meeting rooms throughout the Phoenix metro-area. When you schedule your appointment just select your preferred location and time. If the location you choose is not available for the time selected, we will contact you directly to determine a different time and/or location.

*Meeting rooms also available in Prescott and Flagstaff.