Why I Became a Financial Advisor
I began my career as a commodities trader, and while it afforded me the opportunity to be an entrepreneur and the sky was the limit in terms of achievement, intrinsic gratification was missing.
When I transitioned to financial planning, I realized how easy it was to make mistakes when emotions become tangled with money. That’s where I come in — to remove the emotion so clients can make better decisions.
Knowing I play a small role in partnering with clients on college savings goals and retirement goals, as well as “having fun” goals, feels very rewarding.
“The important thing to remember is that if you want help, it’s not because someone is smarter than you, but because that person isn’t you.”
— CARL RICHARDS
THE ONE-PAGE FINANCIAL PLAN
Acting as an additional set of eyes and ears on financial decisions, I can help to alleviate the stress that financial decisions evoke.
Sharing the gravitas of making complicated financial choices, you can concentrate on what you love, not what causes you stress.
Knowing serious financial questions have been answered, you can enjoy more freedom to spend time with your family, advance your career and pursue your hobbies.
MORE ABOUT JEFF
Jeffrey Doblin joined Forum Financial Management in 2017 as a Financial Advisor. Prior to joining Forum, Jeff served as a senior consultant for Bourbon Financial Management and as a trader at Wedbush Futures. Over the course of his 20-year trading career, he has accumulated extensive experience with equities, fixed income and commodities.
Jeff is a CFA® charterholder. He serves on the Distinguished Speaker Series Advisory Group at CFA Society Chicago. He keeps up to date on best practices in investment management and financial planning by reading a variety of industry-related books.
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a master’s degree in finance from Illinois Institute of Technology and a bachelor’s degree in accounting from the University of Alabama in Tuscaloosa.
He enjoys coaching his children’s sports teams, attending Chicago Cubs baseball games and cheering for the Alabama Crimson Tide football team. Jeff lives in Wilmette, Illinois with his wife and three children.
FORUM 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.
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.