Joe Forish, CFA, CFP®

Joe Forish

About Joe Forish, CFA, CFP®

I founded Fortrove Partners to help founders and employees with equity ownership relieve stress around financial planning decisions. Equity compensation is complicated, and I’ve read through all the proxies, options agreements, and RSU documents so you don’t have to.

Stay Invested

It’s been a rough couple of weeks for markets and your portfolios. Your hard-earned money that you’ve invested for years is not worth as much. Here's what to do...

Sep 26, 2022|Categories: Financial Planning|

More Money

Instead of telling yourself, "I'll just make more money," what about saying, “I'll spend 80% of my income.” Does that make saving 20% of your income sound easier?

Sep 19, 2022|Categories: Financial Planning|

Mimetic Desire

The question that you have to ask yourself is, when you think about your financial goals do you base them off of what you absolutely and truly want or is mimetic desire creeping in?

Sep 12, 2022|Categories: Financial Planning|
Go to Top