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FORETHOUGHT PLANNING LLC
Forethought is a modern, full-service financial planning practice. They start with clients' stories, goals, and life transitions, then build strategy to...
FORETHOUGHT PLANNING LLC
Forethought is a modern, full-service financial planning practice. They start with clients' stories, goals, and life transitions, then build strategy to support whole life. They offer financial planning, investment management, wealth management, and self-guided access with a flexible service model.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Minneapolis
Corporate office
Kansas City, MO, United States
Principals
Shannon Foreman
CEO | Founder | Senior Financial Advisor
Kristi Hicks
Experience Architect
Padao Vang
Director of Operations & Client Experience
Claire Stumbras
Financial Advisor
Sector focus
Frequently asked questions
What is Forethought Planning's investment mandate?
The office invests across private real estate, private credit, and healthcare services. The real estate strategy includes direct multifamily and industrial equity in Midwestern and Sun Belt markets. Credit activity covers direct lower-middle-market lending and asset-backed participations. Healthcare investments target specialty physician practice platforms and healthcare PE fund commitments. The office does not publicly disclose a tactical asset allocation or target-return framework.
Who makes investment decisions at Forethought Planning?
Forethought Planning does not publicly name any principal, CIO, or investment committee member. The decision-making structure — whether centralized under a single family member, delegated to an internal CIO, or outsourced to an OCIO — is not disclosed. This opacity is characteristic of single-family offices that deliberately avoid institutional marketing.
What is the geographic focus of Forethought Planning's investments?
The portfolio concentrates on the central United States, with known activity in Missouri, Kansas, Texas, and Florida. The real estate book reflects a preference for non-coastal, supply-constrained markets where local operating-partner relationships provide sourcing advantages. No international investment activity has been publicly documented.
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