Values and Principles

Adaptable

In today’s rapidly changing environment now, more than every it is of utmost importance that companies are adaptable. At forehand financial, we are actively taking steps by focusing on recent industry trends, developing an approach that is forward thinking and lastly have the ability to navigate the ambiguity of volatile financial markets. 

Open-Mindedness

At Forehand Financial, we take an objective approach and look at the broad picture of the clients situation. We tailor situations based on the clients unique circumstances. Through this, we are able to develop custom paths towards obtaining financial independence. We identify the respective roadblocks and look for efficient and effective ways to overcome these.  


Transparency

To provide the best recommendation it is of great importance that all the information is present before the research and analytics phase. Information that is missing will lead to inconclusive or sub-optimal results. It is also up to Forehand Financial to act in a similar manner and provide transparency in guidance and recommendations. 

The Heart of a Mentor

Here at Forehand Financial, we aren’t focused on our short term goals we don’t only aim to consult, we aim to be teachers of finance so the negative root causes don’t perpetuate. We look forward to improving the knowledge of finance through historical examples and proven frameworks. We walk lockstep with our clients to ensure everything is understood and no concepts are missed. 

​Time Value of Money

Cash on hand today is worth more than cash on hand tomorrow. Here at Forehand Financial, we understand the importance of retaining earnings for longer periods of time to take advantage of emergencies or strategic investment opportunities when presenting themselves. We aim to avoid interest charges, late penalties and prepayment penalties at all costs. We are striving to look for discounts through our systematic approach. 

Forward Thinking

Industries, people and places are always evolving as times change. At Forehand Financial, we are always learning the latest trends and techniques to optimize your financial situation. Whether that may be adopting cutting edge technology, attending industry relevant seminars or benchmarking ourselves with competitors we are always looking to improve, in an innovative way.