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First Steps

Welcome to Forever Financial!

Here is where you'll find all the resources you need to become a client. 

If you are brand new to Forever Financial, we would love to meet you! Click the "First Meeting" button below to provide us with a little information about yourself and schedule an introductory meeting with us.

If you have already met with us and have decided that Forever Financial is right for you, go to the "My Account" page and click the "Financial Questionnaire" button to fill out our form for new clientele.

Click here to schedule an introductory meeting with us.

Our Fee Structure

Comprehensive Financial Planning and Investment Management
Fees are calculated at 1.00% annually of the first $1,000,000 in investable assets, 0.75% annually of the amount between $1,000,000 and $3,000,000, and .50% annually on assets above that amount. Fees are calculated and paid quarterly in arrears, directly from your investment accounts. There is a quarterly minimum fee of $2,500.

While Forever Financial does not enforce a minimum level of assets, this type of service is most appropriate for those clients with investments in excess of $1,000,000. The majority of our investment management clients fall between $1,000,000 and $5,000,000 in assets.

Financial Planning Only
When appropriate, Forever Financial will prepare a comprehensive financial plan without ongoing management. While the plan will include specific recommendations, the responsibility for implementation remains with the client. The fee for financial plan preparation only is 50% of the first year investment management fee, with a minimum fee of $5,000.

Other Fee Arrangements
While this fee structure covers the majority of situations, please feel free to call to discuss a fee arrangement appropriate to your unique circumstances.

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