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WORK WITH US

Begin your wealth journey

It’s time to walk away from financial overwhelm and not knowing where your money flows. Begin your wealth journey with Forethought Planning and live the life you have always dreamed of. Our team is waiting to help you. 

Basic

  • Goal planning
  • Initial cashflow snapshot
  • Debt Planning
  • Risk tolerance rating
  • Exclusive financial content
  • Personal financial website
  • Client retainer/ongoing advice

$220 Monthly

Essential

Everything in Basic plus:

  • Behavioral financial planning
  • Ongoing cash flow analysis
  • Retirement plan assessment
  • College funding
  • Connection with key partners

$330 Monthly

Advanced

Everything in Essential plus:

  • Simple tax planning
  • Retirement income planning
  • Social Security maximization
  • Insurance planning*
  • Employee benefits analysis

$395 Monthly

Elite

Everything in Advanced plus:

  • Tax minimization strategies
  • Wealth & legacy planning
  • Charitable contribution planning
  • Long term care planning

$495 Monthly

Basic

  • Goal planning
  • Initial cashflow snapshot
  • Debt Planning
  • Risk tolerance rating
  • Exclusive financial content
  • Personal financial website
  • Client retainer/ongoing advice

$1,200
Semi-Annually

Essential

Everything in Basic plus:

  • Behavioral financial planning
  • Ongoing cash flow analysis
  • Retirement plan assessment
  • College funding
  • Connection with key partners

$1,800
Semi-Annually

Advanced

Everything in Essential plus:

  • Simple tax planning
  • Retirement income planning
  • Social Security maximization
  • Insurance planning*
  • Employee benefits analysis

$2,200
Semi-Annually

Elite

Everything in Advanced plus:

  • Tax minimization strategies
  • Wealth & legacy planning
  • Charitable contribution planning
  • Long term care planning

$2,800
Semi-Annually

Investment Management

Services Include:

  • Current investment analysis
  • Investment management
  • Portfolio bebalancing
  • Annual strategy session
 

Under $1.0MM = 1.20%

$1MM – $3MM = 1.00%

$3MM – $5MM = 0.90%

$5MM – $10MM = 0.80%

$10MM – $25MM = 0.75%

$25MM and above = 0.75% 

A la carte Services

Services Include:

  • Cashflow Planning
  • Service/Product Pricing
  • Owner Tax Planning
 
  • Life Insurance Planning
  • Long Term Care Planning
  • College Planning
  • Debt Planning

Do you have questions about working with us?

Our team is ready to answer any questions you have and help you take the next step in your wealth journey.