Daniel P. Johnson, CFP®

Physicians burned out by the constant stress of their careers often wonder why they worked so hard to build a nest egg if they can't enjoy it. At Forward Thinking Wealth Management, Daniel P. Johnson, CFP®, provides real financial planning to help a select number of doctors reconfigure their finances so they start enjoying their vision of an ideal life now. Dan’s goal is to help high-stress physicians: *Reconfigure their life: Visualize their ideal future and create a financial and career plan to attain it. *Be intentional: Use their money to create more flexibility and less stress in their life. *Pay fewer taxes: Implement long-term planning to help reduce the taxes they pay over their lifetime. Dan is the Founder and President of Forward Thinking Wealth Management. He runs an independent fiduciary, fee-only, values-based financial planning and investment management firm. His firm is based in Akron, OH, but he works virtually with clients from all over the country. Dan created Forward Thinking Wealth Management from scratch after realizing he wanted to operate under a flat-fee structure where he charges a select group of clients based on his knowledge and experience. He emphasizes financial planning to help his clients maximize their resources and live meaningful and purposeful lives. On the professional side, he has been a CERTIFIED FINANCIAL PLANNER™ professional since 2012, a member of the Fee Only Network since 2017, and a member of the Financial Planning Association (FPA) since 2020. Forward Thinking Wealth Management, LLC is an Investment Adviser registered with the State of Ohio. Please contact us at 330-835-6205 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from FTWM with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.