What to Expect from Forward

Welcome to 2026! On behalf of everyone at Forward, we are honored to serve and help families move forward! As we expand our Home Equity Investment operations and launch our Inheritance Platform, I thought it would be a good idea to let you know what you can expect from Forward. In that spirit, our Core Values:

• Be Great and Be Good

• Serve the Song

• Do Well by Doing Good

Be Great and Be Good - Greatness is the ability to do the work while Goodness is the attitude, the kindness, and the spirit in which the work is done…and everyone at Forward must be Great and Good

Serve the Song - Allow your Greatness to add the right notes, not overstuffed with too much noodling, so that the Song is as sweet as possible

Do Well by Doing Good - Be neighborly to the families we serve, honest and helpful, and the entire ecosystem will thrive

Are some of these ideals expected? Sure. Are some of these ideals too often ignored? Not here. We understand that we need to be neighborly, with disciplined execution, to serve the Forward and our personal families well. It’s an honor to be a part of the Forward team, to bring novel fintech solutions to the world, and to help families move forward…