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WEALTH MANAGEMENT

You are going through a major life transition

Your life has been turned upside down with a major transition. Whether it’s a career change, divorce, death of a loved one, or an unexpected financial gift. You want to navigate these changes in the most appropriate way, securing your wealth for the future.

WHAT IS WEALTH MANAGEMENT?

Money flows and money goes but wealth stays

Reach your wealth vision with a strategy that works for you

Managing all the elements of your wealth can be overwhelming from income and cash flow to savings and investments, tax and retirement planning, charitable giving, legacy, and estate planning. Our team of financial professionals are here to walk with you and offer guidance on the appropriate options for your specific situation. Wealth Management services include:

  • Cashflow and Income Planning
  • Savings & Investment Planning
  • Tax Planning
  • Executive Compensation & Transition Planning
  • Risk Management/ Insurance planning
  • Charitable Giving
  • Retirement Planning
  • Legacy & Estate Planning
  • Sustainable & Impact Investing

Our team surrounds you in your wealth planning and creates a customized plan for all the complexities of your financial life.

— Shannon Foreman, CEO and Founder

Forethought Planning Wealth Management

A Wealth-Care Model with you at the forefront

Going through a life transition can impact all areas of life: finances, relationships, career, emotional, physical, and mental health, as well as the practical areas of life. 

Our wealth-care model is a comprehensive approach that takes into account the full picture. We guide you through your wealth decisions while caring for you and what you need in the process.

Comprehensive Wealth-Care Model

Managing your wealth to accomplish your goals

Our wealth-care model brings together your goals, values, and purpose to create your overall wealth vision. You will come back to this vision to track progress with what is important to you. 

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Wealth Assessment

Our complimentary 30-minute wealth assessment identifies your needs and how our services can help you.

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Discovery Session

A 90-minute deep dive into your current financial status, including all elements of your wealth. 

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Financial Plan

We walk you through a financial plan and implementation. Strategy sessions are scheduled. 

Our team surrounds you in your wealth planning and creates a customized plan for all the complexities of your financial life.

— Shannon Foreman, CEO and Founder

You are worthy of wealth

Women are leaving legacies with their wealth.  

When you believe you are worthy of wealth, you become a dynamic force in your family, community, and world. 

Transition well into your future

Going through a major life transition can be the catalyst that could transform your wealth today and for years to come.

Wealth Management

Impact generations with your wealth

Stabilize your wealth

Ensure all the pieces of your wealth vision are in place to keep you on track today and into the future.

Prepare for the future

Establish investments, insurance and estate planning so you are prepared for your future financially.

Leave a financial legacy

Pass your wealth onto future generations while leaving an impact on your family and community. 

Do you need help with your wealth management?

Our team is ready to give you the support you need.