With Forethought Planning you have an experienced team in your corner, giving you guidance.
Our team of professionals has the skills and experience to help guide you through your wealth decisions.
Our approach is personal, customized, and comprehensive so you make progress in your goals.
We know each client has a different set of life circumstances and needs, so we customize to meet those.
CEO & Founder
Shannon is a Generational Wealthcare Strategist. She is the trusted advisor for customizing a wealth strategy and team to fit your overall needs. She brings wealth together with the life you want to experience.
In addition to building, maintaining, and enjoying your wealth, Shannon works with you on plans to distribute your wealth to future generations and charitable organizations.
Shannon is passionate about being involved in her community and raising awareness and change around equity and the wealth gap. She currently serves on the Board of Directors for Urban Ventures, a non-profit organization located in south Minneapolis, whose mission is to eliminate generational poverty.
Wealth Client Experience Associate
Padao is a new addition to Forethought Planning as a Wealth Client Experience Associate. She will soon be licensed as a Generational Wealth Advisor through a program with our partnership with LPL Financial.
Padao is a Hmong American woman, a first-generation immigrant. She believes in the representation of women, people of color, and first-generation immigrants in the financial industry to help guide the financial plans of your diverse and individualized story.
Client Experience, Marketing, & Community Relations Specialist
Paige is a senior at the University of Minnesota studying strategic communications. She has joined the team to aid in marketing efforts, as well as to build meaningful community relationships for Forethought Planning.
Paige was drawn to Forethought because she shares the vision Shanon has for her business and its inherent contributions to society.
Client Experience, Operations, & HR Specialist
Anna graduated from the University of Notre Dame. Over the course of her career, she has impacted policies within organizations and created efficiencies within teams.
As a part of the team at Forethought Anna creates and codifies processes, policies, and procedures to support physical and psychological safety for the employees, leadership, and consumer base of Forethought Planning.
Our team is ready to guide you through your next steps.
Forethought Planning was founded in 2020 by Shannon Foreman, who had the dream to radically change the financial industry by creating an approachable wealth management firm, hire a diverse staff, and focus on sustainability in all aspects.
After 15 years working in corporate and non-profit financial services; banking, fundraising, and wealth management, she noticed the industry looked different than the changing landscape of clients. More women and people of color are creating their own wealth or inheriting wealth from previous generations. They have different needs, ways of understanding, and goals to make an impact. Shannon created Forethought Planning as a place where clients can connect, learn, and feel empowered in their wealth journey.
Shannon grew up in a family that did not talk about money. With limited financial resources, the topic was taboo. During her 15 years in the corporate and non-profit financial service industry, she learned she is not alone. Money touches all aspects of our lives. Our stories, behaviors, and beliefs impact our relationships with wealth. Now she talks about money every day. She is on a mission to change the financial industry, one woman at a time.
Through our wealth assessment and discovery session, we look deeply into your current financial status. From there we build a roadmap and implementation process to help you reach your goals.