Why I Became a
I have always had a natural interest in personal finance that stems from the money messages my father instilled in me growing up. He taught me that money by itself will not make you happy, but rather it is a tool that creates choices and opportunities.
It’s the best feeling in the world when I can help individuals confidently retire years before they thought possible or show clients why they can afford that dream vacation with their family or friends.
Accumulating and preserving wealth is important, but I get the most satisfaction in helping people use their wealth for something that is truly important to them and their family. Only after having a deep understanding of their personal situation, can we then address the most important questions or concerns about their financial lives.
GAIN FINANCIAL CONFIDENCE
With financial planning, you will gain the necessary knowledge to understand your financial health and available options. We will develop a plan to optimally save, spend and/or invest any free cashflow while staying focused on your most important values and goals.
BUILD YOUR TEAM
Understanding you are a busy professional, we will build a team of experts needed to help address key areas of your plan such as tax and estate planning, insurance, business succession and retirement planning. Free up your time to focus your energy on your top business and family priorities.
RECEIVE ONGOING SUPPORT
Financial plans are ever evolving and need regular adjustments. In addition to changes in market and economic conditions, life happens. A trusted advisor can help you navigate any challenges along the way. Regularly scheduled meetings allow us the opportunity to discuss changes and make informed decisions together.
Tyler Smith joined Forum Financial Management in 2022 as a financial advisor. Prior to joining Forum, he was a lead advisor at Stordahl Capital Management where he primarily worked with high-net-worth families and business owners, providing comprehensive financial planning and portfolio management services. Tyler is a licensed Certified Public Accountant in Colorado and spent the first seven years of his career working in EY’s Chicago and Denver offices where he focused on transaction disputes and other forensic accounting related matters. While attending college, Tyler was an enlisted member of the military for six years in the Illinois Air National Guard.
He has five years of experience helping individuals make the important transition into retirement, assisting them by developing a tax-efficient and safe withdrawal plan. Tyler also works with business owners and executives who want to make sure they’re: 1) saving enough for future goals or career changes, 2) invested appropriately to both grow and preserve their wealth and/or 3) minimizing taxes.
Tyler serves on the Member Connections Committee and the Investment Committee at the Colorado Society of Certified Public Accountants (COCPA).
Tyler is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. He earned a master’s degree and a bachelor’s degree in accounting science from the University of Illinois at Urbana-Champaign.
In his free time, Tyler enjoys hiking and skiing in the Colorado mountains with his wife and two young children. He also likes to trail run and search for the perfect IPA at one of the 400+ breweries in Colorado.
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.