Joe Forish, CFA, CFP®

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.

SpaceX and Anthropic IPOs

SpaceX and Anthropic IPOs are on the horizon.

Dec 15, 2025|Categories: Financial Planning, ISOs, NSOs, RSUs|

Does Practice Make Perfect?

Perfect practice tips for your finances.

Dec 8, 2025|Categories: Financial Planning|

December Financial Tips

Tax saving moves for year end.

Dec 1, 2025|Categories: Financial Planning|

Your Equity Doesn’t Care If You’re a Rockstar or a Regular

Equity gets the same treatment. It's equitable after all.

Nov 24, 2025|Categories: Financial Planning, ISOs, NSOs, RSUs|

Exercise ISOs in 2025

Exercising ISOs in 2025 can lead to a lower tax bill.

Nov 17, 2025|Categories: Financial Planning, ISOs|

Three Ways to Reduce Taxes

Three beautiful ways to reduce your taxes at year end.

Nov 10, 2025|Categories: Financial Planning|

The Flux Capacitor

The flux capacitor for your financial life.

Nov 3, 2025|Categories: Financial Planning|

DAF Tax Changes

DAF tax laws are changing next year.

Oct 27, 2025|Categories: Financial Planning|

ISOs and Taxes

Taxes on ISOs are a complex matter.

Oct 20, 2025|Categories: Financial Planning, ISOs|

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