Welcome to Forward Financial. We are an independent, fiduciary wealth management firm dedicated to expanding freedom, fun and fulfillment for our clients.
How do we achieve this? By leveraging expertise grounded in Nobel Prize-winning research that demonstrates how markets function and tailoring this knowledge to your unique situation. Coupled with our extensive planning experience, we provide you with clarity about your future, confidence in your achievements and the capability to pursue even greater goals.
True leadership goes beyond merely providing information and seeking short-term results. It starts with creating sustainable value. We ask the right questions to understand what matters most to you, identifying your unique threats, opportunities, and strengths. Together, we collaborate to work towards a bigger and better future—the future you envision for yourself.
Discipline, the foundation of all good qualities, equals freedom. Freedom of time. Freedom of money. Freedom over who you choose to spend your time with. And the freedom to follow your dreams and find your purpose.
We believe disciplined individuals experience the greatest freedom, fun and fulfillment in life. Our role is to inspire and guide disciplined behavior, helping you achieve an abundance of all three.
Philosophy serves as the guiding framework for how we choose to live our lives. At Forward Financial, we specialize in helping individuals integrate this philosophical approach into their planning and investment strategies. A well-developed framework filters out opinions and conclusions based on incomplete information, providing you with a clear vision to pursue what you value most, work towards the future you desire, and ultimately expand your happiness.
Without a proven process, decisions are often made based on speculation, gambling, or blind intuition. At Forward Financial, we are committed to a process-driven approach, which helps eliminate emotion-based decisions from our planning and investment strategies. No smoke and mirrors. No secrets. Just complete transparency and open-source knowledge.
“It’s looking at processes rather than outcomes. Too many people make decisions based on outcomes rather than process.”
—Michael Lewis, Author of Moneyball: The Art of Winning an Unfair Game
“Information is not knowledge. The only source of knowledge is experience. You need experience to gain wisdom.”
— Albert Einstein
Technology grants us unlimited access to information. However, technology and information alone cannot stand on principle. A computer cannot challenge the status quo or question the motives of those who defend it. Machines are incapable of asking the right questions, providing leadership, inspiring discipline, or integrating a philosophical approach into a proven process. These principles are integral to our unique methodology, derived from over twenty years of experience and knowledge. It is this cultivated wisdom that we will use to provide leadership and expand your Freedom, Fun, and Fulfillment.
That’s the difference between accessing information and leveraging wisdom.
Clark’s unique ability is envisioning a future experience, while methodically and deliberately pursuing a process, in order to produce an outcome that is deeply meaningful and expands happiness.
At age 44, he has over twenty years of experience in the financial services industry, yet young enough to ensure he’ll still be working for his clients long after they retire. In fact, he intends to maintain a working relationship with every one of his Forward Financial clients for the rest of their lives.
Clark grew up in Archbold, a small town in Northwest Ohio with a population of just 4,300. He attended the University of Michigan on a wrestling scholarship, where he was a four-year letter winner and NCAA qualifier. Immediately upon graduating, he pursued a career in financial services and established Forward Financial shortly thereafter.
Clark and his wife, Nevert Badreldin a Maternal-Fetal Medicine physician, have a one-year-old son. When not collaborating with clients, Clark enjoys spending time with family, friends, and their standard poodle named Leo, being on the water, sailing, skiing, snowboarding—any lively and exploratory activity—and reading.
Each day, Meghan relies on her entrepreneurial skills, education in business and finance, and experience working in closely held firms to deliver exemplary and efficient service. Her work ensures mutual commitments are met in a timely and efficient manner, freeing up Clark to apply his unique abilities and expertise to expand freedom, fun, and fulfillment for their clients.
Originally from San Diego, Meghan braved the Midwestern winters to attend DePaul University. During her semesters, she worked for and learned from her father, who founded his own firm in Chicago before expanding to San Diego. After graduating with a major in Business Administration focused on Finance, Meghan joined the Forward Financial team. Recently, she began working with her father again to coordinate the successful transition of his business to Forward Financial, and she looks forward to collaborating with him to expand upon the wisdom he offers his clients and share their common vision.
Meghan recently married Michael Pater, a CPA at Donnelly Financial Solutions. When not spending time with her Chicago-made family and friends, Meghan enjoys making homemade pasta, reading, live music, and spinning on a stationary bike going nowhere.
A seasoned and credentialed professional, Bill is the father of Meghan Rooney. He earned his CLU and ChFC designations through the American College in Bryn Mawr, PA. For the last forty years, Bill’s focus has been business insurance as well as executive and estate planning for clients of closely held firms.
Prior to affiliating with Forward Financial, he operated Rooney Crull Financial and Insurance Services, which he founded in 1981 in Chicago, before relocating to San Diego, CA. Currently, Bill resides in Arizona, spending his summers in Chicago with his family. As he begins to enter the next phase of life, Bill enjoys working with his daughter and her team member, Clark.
Financial planning
Holistic asset integration
Investment selection and monitoring
Asset allocation and rebalancing
Risk management
Generating income strategies
Tax/estate considerations
Cash flow analysis
Business exit planning
Education
Saving and spending
Adherence to plan and goals
Realistic expectations
Emotions, biases, stress (manage behavior)
Objective Feedback
Life/business transitions
Time savings
Personalized service
Coordinate trusted professionals
Integrated asset oversight
Holistic wealth management
Simplicity
Secure technology
Spouse involvement
Joint financial goals
Wealth transfer
Multigenerational planning
Legacy
Family values
Donations and philanthropy
At Forward Financial, we are dedicated to absolute professionalism, authentic and complete communication, and fierce ownership
Contact us to explore how we can help expand freedom, fun and fulfillment in your life.
