Why I Became a Financial Advisor
One constant in my life has always been adventure and experiencing the world. In our lifetimes, we will go through many transitions, whether good or bad, and it is important to have an adaptable plan to guide you. I became a financial advisor for that exact reason.
I want to build long-lasting relationships with clients and assist them as they navigate through the many financial decisions in their life so they can do the things that make them happy. Managing financial well-being is something that needs to be intentional, personalized and understood.
I aim to bring order to your financial life by assisting in prioritizing your goals and developing a comprehensive plan to achieving them.
I will work in concert with you, not just for you, so that you understand and feel confident about the financial decisions you make.
We will implement a disciplined and robust plan designed to mitigate emotional decisions, provide comfort and last in all market environments.
Luke Adam, CPA, CFP® joined Forum Financial Management in 2019. He currently serves as a Financial Advisor. Prior to joining Forum, Luke held accounting and corporate finance roles in the travel services and real estate industries. Most recently, he served as Senior Manager of Finance at Jones Lange LaSalle supporting the Americas executive teams in budgeting, compensation planning, cost allocation analysis and capital spending.
Luke values relationships with clients and enjoys assisting them with making decisions to help them create a comprehensive and balanced financial plan.
Luke is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. He earned a bachelor’s degree in finance and a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign.
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.