Jennifer Migdal

Jennifer Migdal

Forthright Financial Planning

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Certified Financial Planner - CFP (TM)

Offering advice since: 2000

Areas of focus:

  • Business planning
  • Charitable and Planned Giving
  • Educational Planning
  • Life Planning
  • Portfolio Management
  • Retirement Planning

Further information about Jennifer Migdal:

Jenny Migdal started Forthright Financial Planning LLC in response to those who were seeking more in-depth answers to their specific financial questions and who were looking for an advisor who was not only trustworthy, knowledgeable, and experienced, but could explain complicated concepts in simple terms.

She has experience helping women who find themselves with inherited or earned wealth and want to manage it wisely, small business owners with retirement planning needs for themselves and their employees, scientists and engineers who are often more analytical and would prefer to do some portion of their money management themselves, teachers who need advice and planning, and others who serve their communities in various ways.

Jenny is focused on ensuring that all clients receive current, easy to understand information regarding financial planning and investment opportunities that align with the client's needs and values. The reality is that many financial issues have several choices, and the best choice is the one that fits the client's goals, needs, and values. She believes that the financial aspects of life don't have to be frustrating, but can bring peace of mind and security with the right advisor.

Jenny is a Certified Financial Planner(TM) professional. Those with this credential have done extensive coursework, and completed education, examination, ethical, and experiential requirements. She is active in fee-only financial planning, and a local leadership team member for Kingdom Advisors. Jenny has been quoted by Laura Rowley on the Yahoo! Personal Finance website pages. She is a leader in financial ministry in her church. She "practices what she preaches", and emphasizes minimal debt, a sufficient savings cushion, and tailored investments. She is very active in teaching children (and their parents) how to handle money and credit well, and is currently writing a course for children and their parents. She is committed to running her business efficiently, so as to keep her fees low and her services accessible to middle-income clients.

She is honored by the trust of her clients.

Compensation and Fee Structures:

Fee-only

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP) (TM)
Registered Investment Advisor

Education:

Not specified

Will provide references upon request?

Yes


Further information about Forthright Financial Planning:

Forthright Financial Planning

(Size of firm: 0-9 advisors)

Providing peace of mind through fee-only financial planning that is easy to understand, and of the utmost integrity. A member of the Kingdom Advisors.

Forthright Financial Planning LLC is a registered investment adviser with the state of New Mexico. As such, it is registered to transact business with and provide investment advice to New Mexico residents. In addition, it adheres to the de minimis requirements of other states for out of state clients.


Contact Information for Jennifer Migdal

Phone: (505) 243-2281
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Address for Jennifer Migdal:
8210 Louisiana NE
Suite B
Albuquerque, NM, 87113

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