About
Welcome to Forward Financial, where your financial well-being is our utmost passion. At the heart of our services lies the timeless wisdom of the Trinity, guiding us in a holistic approach to financial planning. We understand that navigating the complexities of finances can be daunting, which is why we're committed to a step-by-step process that respects your past decisions, addresses your present needs, and shapes a future filled with your aspirations.
Our mission is to empower you to confidently take control of your financial future by providing you with outstanding financial advice and guidance. We firmly think that education and support have the transforming capacity to help clients acknowledge their past accomplishments, evaluate their present financial situation, and make strategic plans for a prosperous and meaningful future. We can work together to provide your financial life with more confidence, clarity, and control.
Megan P. Mills, MBA, CFP®
Megan Mills is a CERTIFIED FINANCIAL PLANNER ™ practitioner who is passionate about helping individuals and families achieve their financial goals. With a strong educational background and years of experience in the field, Megan is committed to providing financial guidance and building lasting relationships with her clients.
Megan earned her Master of Business Administration (MBA) from Texas State University in 2016, equipping her with a solid foundation in finance and business management. While pursuing her MBA, Megan dove into the world of personal finance to educate herself but soon realized the information she learned could be paired well with her passion for helping others. Her journey in the world of financial planning began in 2017, and since then, she has been assisting clients in navigating the complexities of personal finance.
Residing in Jarrell, Texas, Megan values the close-knit community and enjoys being an active member of the town. She is currently serving as the a Jarrell Chamber Ambassador as well as a Board of Directors for Georgetown Chamber of Commerce. She shares her life with her loving husband, Brandon, and their loyal dog, Finley. Megan's commitment to financial planning extends to her own life, as she and Brandon work together to secure their financial future and pursue their dreams.
Outside the Office...
Now that you've learned about our journey and the values that drive us at Forward Financial, explore how our personalized services can directly benefit your unique financial journey. From comprehensive wealth management to tailored retirement planning, our services are designed to align with your aspirations and challenges.