Megan Janssen
MY WHY
Why I Became a Financial Advisor
My own financial struggles motivated me to get educated, even though I felt nervous and incompetent at first. After a few years of self-education, I realized that the financial landscape didn’t have to be harsh or exclusive. Much like learning a new language, it simply needs to be organized and delivered creatively. Once I began investing on my own, I felt compelled to help others, especially those who don’t see themselves as the “Investing type”.
MY FOCUS
Uncomplicating Money Management
Money management doesn’t have to be boring, loathsome, or complicated. I believe that everyone has the right and obligation to build wealth and legacy regardless of income, interests, or circumstance. I’m here to create a financial platform that uplifts your values and allows you to focus on the things you deeply care about. I emphasize breaking down financial concepts into tasty morsels that are easily digestible and delightful. I enjoy working with folks across the spectrum, whether they prefer being intimately involved in their portfolio or those who want to let someone else do the driving. I look forward to meeting you and helping you build wealth!
About Megan
Megan Janssen joined Forum Financial Management in 2025 as a Financial Advisor. Before joining Forum, Megan was the associate editor of Trail Runner magazine. Megan recently started her own business called Money Juice, which provides personal finance education.
Megan earned a bachelor’s degree in English and Writing from Southern Oregon University in Ashland.
In her free time, Megan dances, trail runs, spends time with her children and family, and volunteers with Dance Initiative.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
