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.

Your Compensation Risk Profile

As an employee, you receive regular salary payments. This is a very low risk as you consistently receive your paycheck. On the other hand, equity compensation has a much different risk profile than your salary. For instance, if you have...

Jul 18, 2022|Categories: Financial Planning, RSUs|

Highfalutin Finance Lingo

There are countless words within the financial world that are unnecessarily complicated. The terms are fancy but the concepts are simple. Here’s some clarity about them and what they mean to you.

Jul 11, 2022|Categories: Financial Planning|
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