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.

Hidden Fees

Pay attention to hidden fees and keep more money in your pocket.

Feb 24, 2025|Categories: Financial Planning|

Money Losing RSUs

Money losing RSUs are a complicated manner.

Feb 17, 2025|Categories: Financial Planning, RSUs|

Managing Employer Stock

Employer stock is complicated, but it can be a windfall for you

Feb 10, 2025|Categories: Financial Planning|

Cash Flow Planning for Tech Employees

Budgeting is boring...and necessary

Feb 3, 2025|Categories: Financial Planning|

Skiing Revelations

Skiing can teach you a lot about life...

Jan 27, 2025|Categories: Financial Planning|

Good Financial Decisions

Steady habits are critical to success!

Jan 20, 2025|Categories: Financial Planning|

Fund Your 401(k) – When is the Best Time?

Get your money working for you!

Jan 13, 2025|Categories: Financial Planning|

Happy New Year

Reaching your goals in 2025

Jan 6, 2025|Categories: Financial Planning|

The Best of 2024

The most popular stories from 2024 are summarized for you.

Dec 16, 2024|Categories: Financial Planning|

Discussion about the Three Important Questions

There were many inquiries about last week's post about the three important questions.

Dec 9, 2024|Categories: Financial Planning|

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