Matthew Broom

Candidate for CFP® Certification

Forward Focus Financial Planning

Founder and Financial Planner

Matthew Broom

Candidate for CFP® Certification

Forward Focus Financial Planning

Founder and Financial Planner

As a fee-only financial planner, my focus is to help couples and families clarify and communicate their financial goals so they can create a plan and take action. - Matthew Broom, Candidate for CFP® Certification

Fee-Only financial planner located in Clarkesville, GA, serving clients locally and across the country

Matthew Broom is a Clarkesville, GA fee-only financial planner. Forward Focus Financial Planning provides comprehensive and objective financial planning to help couples and young families clarify and communicate their financial goals so that they can create a plan and take action together. As a fee-only, fiduciary, and independent financial advisor, Matthew Broom is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Matthew Broom is a fee-only financial advisor at Forward Focus Financial Planning located in Clarkesville, GA.


I was born and raised here in the metro Atlanta area. I've lived in the 'burbs, out in the sticks, went to college in Atlanta—go Panthers—and now I find myself in the foothills of the North Georgia mountains with my beautiful wife, Elena. Every third day you can find me working as a firefighter/paramedic in the metro Atlanta area. My purpose has always been to help people. I didn't know how to do that upon graduating with a B.B.A. in Business Economics—so I joined the fire service. ​

My interest in finance and economics eventually came full circle after marrying my sweetheart. We were determined to lay a solid financial foundation for our future family, so I dove in headfirst reading and listening to every personal finance resource I could find. I found myself captivated with it all. We paid off $25,000 in debt our first year of marriage, and we never looked back.

Since then, I've gone back to school, completed my CERTIFIED FINANCIAL PLANNER™ coursework through the University of Georgia, and passed the rigorous CFP® exam. Now if I'm not at the fire station or out and about with Elena and Pepper—our spoiled pomeranian—you can find me doing my best to help folks like you live an abundant life while building wealth for the future.  

Matthew Broom is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Forward Focus Financial Planning is all about helping couples and young families communicate and clarify their financial goals so they can create a plan and take action. Healthy money conversations lead to happier marriages. Creating a shared vision and a plan to achieve it cultivates strong teamwork and reduces financial stress.

When you become a client with us, we expect to serve you for decades. Financial planning done right is not a one-time transaction; it's an evolving relational process. The power of planning is not in the plan itself; it is in the act of planning as life ebbs and flows. 

​I founded this company because I am passionate about providing personalized financial advice that inspires confidence in you to take purposeful action toward a better future.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Cash Flow Planning
  • Investment Management
  • College Education Planning

Ideal Clients

  • Millenial Families
  • Young Professionals
  • Newlyweds
  • Firefighters and Healthcare Practitioners

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Matthew Broom is a NAPFA Associate Member

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Matthew Broom is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Matthew Broom

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Office Locations:

  • 224 Sunset Street
    Clarkesville, GA 30523

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