Veronica Adame joined Forum Financial Management in 2022. Veronica currently serves as an Account Coordinator and Billing Specialist. Prior to joining Forum, she worked at Portfolio Pathway, a software company offering technology solutions to RIAs and other financial professionals. In various roles, she handled day-to-day operations, onboarded new clients and managed client-related projects such as conversions and new reporting requirements. She also assisted clients with portfolio reporting, billing and rebalancing. She has more than 20 years of experience in the financial services industry.
Veronica is involved with her community in the city of Aurora, Illinois. She has been a part of the Citizen Police Academy Alumni of Aurora since 2016 and currently serves as president. Additionally, she has been a part of the Aurora Area Crime Stoppers organization since 2020 and currently serves as secretary.
Veronica earned a master’s degree in Business Administration from DePaul University in Chicago and a bachelor’s degree in Accounting from Loyola University in Chicago.
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.