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Empowering your wealth transformation

You are Worthy of Wealth

Believe your worth, align your lifestyle with your financial goals, invest in what matters.

You are going through a major life transition

Our team of passionate financial professionals will support you through the changes in your life. We create space for you to be transparent about your wealth and challenges you are facing.

Your monthly budget is overwhelming

Together we build a roadmap for where you are going and how to get there. We help you craft a wealth vision focused on your goals, values, and purpose.

You want to make a difference with your money

Our team values sustainable investment options. We help you invest your money in companies that support social, environmental, and governing issues you are passionate about.

You at the Forefront

We ask in-depth questions and listen to you.

Our goal is to provide you with a level of financial comfort, guidance, and a judgment-free place to educate and grow. 

Start your customized wealth journey today!

REWRITE YOUR WEALTH STORY

Money touches all aspects of your life
It’s time to stop living in stress and overwhelm, and build the future you have always dreamed of! Your personal board of directors is ready to help you!

Our approach is a wealth-care model that looks at the comprehensive view of your life and lays a strong foundation to support where you want to go. Wealth-care brings together your goals, values, and purpose to create your overall wealth vision. We look deeply into your financial needs, wants, desires and how every aspect of your life impacts your finances. 

WEALTH MANAGEMENT

Money flows and money goes, but wealth stays.

Wealth management encompasses all the complexities of your financial life.

Your life is complex. Do not let your wealth feel the complexity. Start your financial plan today.
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FINANCIAL PLANNING

Money touches all aspects of your life.

Financial Planning is built with a strong foundation.

We work with you to create a customized roadmap for your financial future.
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SUSTAINABLE INVESTING

Invest in your future, our planet, and our culture.

Sustainable Investing enables you to act on social change with your wealth.

We help you find investment tools that align with the values you are most passionate about.
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YOUR WEALTH JOURNEY

Guiding Your Wealth Transformation

Our simple process helps you discover your wealth impact.
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Discover Your Goals

Our team of passionate financial professionals create space for you to be transparent about your wealth. 

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Define Your Strategy

We help you craft a wealth care model focused on your goals, values, and purpose. 

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Implement Your Plan

Together we build your wealth vision and a roadmap to help you achieve your dreams. 

Thrive. Enjoy. Succeed. You Are Worthy of Wealth.

Why trust us with your wealth?

We are a team of financial professionals who offer a proactive approach to your financial plan. We are an independent financial advisory firm, acting with a fiduciary capacity. This means we can explore all resources and strategies that could be available to you and ensure you have the tools you need to be successful.

Experience a more enriched life by working with us to both expand your knowledge around wealth and align your wealth strategy with your goals, values, and vision.

We believe in a truly comprehensive approach that puts you at the forefront:

At Forethought Planning, we are dedicated to uncovering what is important to you.

— Shannon Foreman, CEO and Founder

Ready to transform your wealth journey?

Take the next step in changing your future.