Frequently Asked Questions
Straight answers about what we do, what it costs, and how it works.
We help individuals and families organize their financial lives. That means assessing where you stand, building a prioritized roadmap, and coordinating the follow-through — including pairing you with appropriately qualified financial, tax, or legal professionals when your plan requires them.
No. forwardstepsgroup.com is not a financial consultant, financial advisor, or legal advisor. We act as a guidance and coordination firm. Work that calls for specialized credentials — investment advice, legal documents, tax filings — is handled by qualified professionals we connect you with.
Every service has a flat, published price — you can see the full list on our Services page. Engagements begin with the Initial Consultation ($299.99). After that, you only purchase the services your roadmap actually calls for. We accept Visa and Mastercard, and all prices are in U.S. dollars.
You may request a cancellation at any time by calling 1-866-978-0434 or emailing connect@forwardstepsgroup.com. Refunds are initiated within 30 days of the request and typically appear on your statement within one to two billing cycles. Full details are in our Refund Policy.
Book an Initial Consultation through our Contact page, by phone, or by email. Sessions are held by phone or video during business hours — Monday through Friday, 11 AM to 7 PM EST.
Most of our clients are individuals and families who want clarity: people approaching retirement, dealing with credit or tax complexity, planning for education costs, or organizing an inheritance or legacy. If your situation is mostly questions, that is exactly where we start.
Still have a question? Call 1-866-978-0434 or email connect@forwardstepsgroup.com.