ForthRight Financial LLC

(405) 481-1174 codie@forthrightfinancial.net

Hello, I’m Codie — Founder and Senior Financial Advisor of ForthRight Financial LLC. 

With more than 15 years of experience in the financial industry, I’m passionate about helping individuals and families across the United States make confident, informed decisions about their money. Whether you’re planning for retirement, saving for your children’s education, managing investments, or simply trying to build a secure financial future, I provide personalized, fee-only guidance tailored to your unique goals and life stage. I have worked hard to maintain desginations including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®.

Although my firm is proudly based in Oklahoma City, Oklahoma, I work with clients nationwide. Thanks to modern technology and my virtual-first approach, distance is never a barrier to building a strong, trusting relationship.

My Story & Values

I didn’t just choose this career — it chose me. As a proud wife, mother, and grandmother, I understand firsthand the deep responsibility of protecting and growing a family’s financial well-being. My own life experiences have shaped the way I advise: with empathy, integrity, and a long-term perspective.

Outside the office, you’ll often find me in my garden with my hands in the dirt, at the gym staying active, or exploring new places while traveling with my family. These activities keep me grounded and remind me that life is about balance — financial security should support the life you want to live, not get in the way of it.

Giving back is also a core part of who I am. I actively volunteer at my church and serve on the board of an African mission dedicated to helping widows and orphans. These experiences reinforce my belief that true wealth goes far beyond numbers — it includes generosity, community, and making a positive difference in the lives of others.