About
Megan Mills is a fiduciary financial planner who partners with successful families and public-sector professionals to simplify complexity and build long-term financial confidence. As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst®, she brings a level of expertise and clarity that high-achieving clients value when navigating significant financial decisions.
Megan’s approach is grounded in the belief that wealth should support a purposeful, fulfilling life—not create stress or uncertainty. After beginning her career in city government and earning her MBA from Texas State University, she built Forward Financial with a mission to provide transparent, relationship-driven guidance for people who want to feel organized, empowered, and in control of their financial future.
Her planning philosophy blends strategic insight with real-world practicality. She helps clients optimize their retirement benefits, reduce taxes, coordinate investments, and design systems that make their financial lives easier to manage. As a CDFA®, she also specializes in helping individuals and couples navigate divorce, blended families, and major transitions with clarity and fairness.
Clients appreciate Megan’s ability to break down complex topics, provide accountability, and offer a structured roadmap that brings confidence to every stage of life—past, present, and future.
Megan lives in Jarrell, Texas with her husband Brandon and their beloved dog, Finley, who proudly serves as the firm’s unofficial “Furrdutiary.”
