Why I Became a Financial Advisor
I was motivated to become an advisor by seeing friends and family find success early in their careers and relationships through good financial decisions. I knew that I wanted to help others to achieve the same outcomes. That is why I am committed to serving my clients as a fiduciary advisor and building lasting relationships with them.
My mission as a financial advisor is to partner with clients to create an actionable plan that will enable them to achieve their goals, and to hold them accountable along the way.
MORE ABOUT KIT
Kit Bradley joined Forum Financial Management in 2021 as a Financial Advisor. Prior to joining Forum, Kit worked with creative professionals in the music industry to build out financial plans and manage their businesses at Flood, Bumstead, McCready & McCarthy, LLC.
Kit is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his bachelor’s degree in business administration from Belmont University in Nashville. Kit volunteers with the Alzheimer’s Association and he ran the Chicago Marathon in 2019 on the Alzheimer’s Association charity team. In his free time, Kit enjoys playing golf, traveling with family and following the Kansas City Chiefs.
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.