A complete list of active advisors currently associated with Forethought Planning LLC

Warmer can help you find a great advisor at Forethought Planning LLC or one who fits your needs even better.

Forethought Planning works with individual clients to provide comprehensive financial planning and consulting, delivered as either one-time plans or ongoing, tiered planning engagements. The firm also offers seminars, workshops, an online portal, and on-demand educational courses, and it does not manage or custody client investment assets or provide discretionary portfolio management. The firm structures client work around a progressive “planning arc” with tiered service levels (Foundational through Elite), integrating behavioral financial planning and addressing prioritized complex topics across multiple strategy sessions. Clients are billed through fixed-fee and subscription-style arrangements rather than percentage-of-assets fees, and the monthly billing option is described as a cash-flow convenience rather than reflecting more frequent transactional services. Notable differences from many peers include disclosed affiliations with a broker-dealer (LPL Financial) and an insurance agency (Simplicity Insurance), and the managing member’s outside insurance and coaching businesses, which the brochure identifies as potential conflicts of interest. The combination of subscription pricing, a formal behavioral planning deliverable at higher tiers, and a technology/course offering — alongside a deliberate choice not to offer asset management or AUM-based fees — distinguishes the firm from typical advisory practices.

To learn more about the advisors currently working at Forethought Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Shannon Foreman	Minneapolis, MN	12
Claire Jackson Stumbras	Minneapolis, MN	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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