At Forward Thinking Wealth Management, we understand that being a high-stress physician can be overwhelming. You may feel like you're stuck in a hamster wheel of long hours and endless demands. But we believe that you deserve to enjoy your life and the wealth you've worked hard to accumulate. Our mission is to help you achieve a better career-life balance and create a regret-free life.
Our Approach
We provide real financial planning to help you reconfigure your finances and achieve your goals. Our team of experts is dedicated to helping you create a clear vision of your ideal life and developing a personalized plan to make it a reality. We believe that money should be used to create more flexibility and less stress in your life. Our flat-fee planning design ensures that you have access to our expertise without the burden of high fees.
Our Services
We offer a comprehensive range of services, including:
- Financial planning
- Tax planning
- Investment management
- Career planning
- Retirement planning
- Estate planning
- Debt management
- Cash flow analysis and budgeting
- Risk and insurance recommendations
- Education funding
- Charitable giving and planning
- End-of-life planning
- Spousal and heir planning
Meet Our Founder
Daniel P. Johnson, CFP, EA, is the founder and president of Forward Thinking Wealth Management. A CERTIFIED FINANCIAL PLANNER professional with extensive training in life planning, Dan has a deep understanding of the unique financial challenges faced by high-stress physicians. With over a decade of experience in local government management and a strong background in financial planning, Dan is dedicated to helping his clients achieve their financial goals and live a more balanced life.
How to Work With Us
If you're a high-stress physician looking for a more fulfilling life, we may be the right partner for you. We offer a flat-fee of $2,500 per quarter for all financial services, ensuring that you have access to our expertise without breaking the bank. Whether you're seeking to reconfigure your finances, achieve your ideal life, or simply manage your investments, we're here to help.
Schedule a Call
Take the first step towards achieving your ideal life. Schedule a call with us today and let's work together to create a more fulfilling future.
Dan Johnson's Expertise and Personalized Service
Dan Johnson's clients rave about his expertise, conscientiousness, and personalized approach to financial planning. He takes the time to understand their concerns, goals, and objectives, providing individualized care and advice.
Trustworthy and Knowledgeable
Dan's clients appreciate his knowledge and experience, citing his ability to simplify complex financial matters and provide tailored guidance. They also trust him to act in their best interests, free from conflicts of interest.
Long-Term Planning and Strategies
Dan's clients value his ability to develop long-term roadmaps and strategies, helping them achieve financial stability and security. He is constantly refreshing his skills and tools to provide the best possible advice.
Communication and Approachability
Dan's clients praise his approachability, professionalism, and willingness to answer their questions. They appreciate his transparency and clarity, feeling empowered to make informed decisions about their finances.
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