ABOUT CANAAN

Canaan Knapp joined Forum Financial Management in 2022 as a Client Service Associate in the Thousand Oaks office. Prior to joining Forum, she spent 14 years working for PathPoint, a state-funded, non-profit agency that provides services to individuals with physical, intellectual and mental disabilities. As a program coordinator, Canaan managed an employment program throughout Ventura County. She gained experience in case management, establishing new work contracts, analyzing program financials, assisting in yearly budget proposals and implementing strategies for improvement, growth and sustainability. She also participated in several external audits and state accreditation processes.

Canaan earned a bachelor’s degree in business from California State University Channel Islands in Camarillo.

Canaan is an avid camper and can be found exploring the outdoors with her family on the weekends. She also enjoys growing vegetables and adding to her plant collection during her spare time.

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.

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.

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.

Ready to Connect With a Forum Advisor?