Forward 360

The Three Filters

Before a decision is made,
it passes through three filters.
A trust, an entity, a portfolio, a hire.
Three questions, asked in order, every time.

One · Is it integrated?

How does this one decision influence the next 10, 20, 100 decisions?

Two · Can it be simpler?

Where is the complexity that isn't earning its keep?

Three · Does it hold across generations?

Not the quarter. Not the year.

A decision that fails a filter is not ready.

We think in generations, not quarters.

Questions people ask

What are Forward 360's Three Filters?
Three questions every Forward 360 decision must pass, in order, before it is made: Is it integrated? Can it be simpler? Does it hold across generations?
What kinds of decisions go through the Three Filters?
Every significant one — a trust, an entity, a portfolio, a hire. A decision that fails a filter is not ready.
How do I know if a firm like Forward 360 is right for me?
If you want your money, your health and your heritage designed as one — and decisions made against a standard like this — Forward 360 may fit. Membership is by invitation; you can inquire at forward360.io/inquire.