Flat Fee Comprehensive Financial Planning
It's Not What You Make.
It's What You Keep.
What We Do
Always
Transparent
Direct Solutions
Straightforward
Flat Fee
Fully
Virtual
Who We Work With
Partnering with People Who Prefer to Pay Based on Knowledge and Experience.
Our clients are hardworking professionals and families who appreciate knowledgeable advice and flexibility to achieve their financial goals. Their days also call for a strong dose of flexibility, given they often need to address matters that arise unexpectedly. Outside of work, they want to spend the time they have left with their families, their friends—and doing what they love.
That’s where we come in.
We cater to high and medium income earners who are looking to navigate their finances confidently and achieve all their financial goals. Our solutions are designed to protect what you’ve earned and organize your finances in such a way you can enjoy your life more, with the resources you have.
Sound Like You?
If you value transparency, honesty and direct solutions from someone who understands the challenges you face, we’d be a good fit.
The Kind of Financial Planning and Wealth
Management That Fits Your Needs
Making Sense of Your Entire Financial Picture
We’ll work with you to develop a structured and proactive financial plan aimed at minimizing taxes, managing your cash flow and overall simplifying your financial life so you can be confident in your future and more present in your free time.
Our philosophy has always been as follows: “It’s not what you make—it’s what you keep.”
Financial Coaching
– Improve your relationship with money
– Help you stay on course to meet financial goals
– Advise you on big financial decisions
– Emotionally guide you in stressful and critical times.
Self-Directed Financial Planning
– Self-Directed Plan
– Access to AI-Empowered financial software
– Financial Plan PDF Report
– Access to plan online for one year
– Self-Directed retirement income plan
– Insurance Needs Analysis
Advanced Financial Planning
– Customized Financial plan
– Investments review
– Business plans and funding
– Retirement Income plan
–– Cash Flow Analysis
– Home Ownership financing
– Tax reduction strategies
– Detailed Insurance Needs Analysis
All Financial Services Within One Flat Fee
Envision
Plant the seed-
Money Coaching
-
Discussing Major Financial Decisions
-
1 Hour with Advice-Only financial Planner
Embark
Grow the seed-
Self-Directed Financial Plan
-
Retirement and Cash Flow Analysis
-
PDF Report and 1 Year access to plan
Manifest
Reap the crop-
Customized Financial Plan
-
Annual Reviews
-
2 Hours with Advice-only Financial consultant
Our Process
1.
ANALYZE
2.
SHARE
3.
CREATE
4.
IMPLEMENT
5.
MONITOR
Collaborating with Forward-Thinking Professionals
Who Are Looking for a Personalized Approach
Maybe you’re hitting a point where you’re thinking about retirement, or maybe you’re just ready for a more organized approach to your finances. Whatever you’re facing, I’d love to see how I can help you make the most of your wealth.
About Me
Daniel P. Johnson, CFP®
Hi there! I’m Dan Johnson, CFP® and I’m the Founder and President of Forward Thinking Wealth Management.
I run an independent fiduciary, fee-only, values-based financial planning and investment management firm. My firm is based in Akron, OH, but I work virtually with clients from all over the country.
I created Forward Thinking Wealth Management from scratch after realizing I wanted to operate under a flat-fee structure where I charge a select group of clients based on my knowledge and experience.
We emphasize financial planning to help guide our clients maximize their resources and live meaningful and purposeful lives.
A few nuggets about me:
- I grew up in the house my grandfather built and my mom was raised in.
- After finishing up grad school at Ohio State, I moved to Michigan. I think OSU beat Michigan twice in the 11 years I lived there. It was rough being an alum then.
- I spent over a decade in local government management. This is probably why I charge a flat fee based on knowledge and experience, not on what I can sell you.
- My wife is a nursing professor and our two sons are in college.
- My Superpower: I listen. And I am good at it!
- On weekends you can often find me on a local hiking trail around Akron. The Chuckery Trail is my favorite.
- I love seeing live bands in smaller venues. My favorite band is Nine Inch Nails although the artist I most enjoy seeing live is Frank Turner.
- Luigi’s Pizza is overrated. Come at me!
- I like to stay active and try new things. Next on the list is hike Half Dome.
On the professional side, I’ve been a Certified Financial Planner since 2012, a member of the Fee Only Network since 2017, a member of the Financial Planning Association since 2020, and both the XY Planning Network and NAPFA since 2021.
Your Tough Financial Questions, Answered
