# FORETHOUGHT PLANNING LLC

FORETHOUGHT PLANNING LLC is a RIA based in Minneapolis, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Minneapolis, United States
- **Region:** North America
- **Address:** Kansas City, MO, United States
- **Assets under management:** Undisclosed
- **Website:** forethoughtplanning.com
- **LinkedIn:** https://www.linkedin.com/company/forethoughtplanning

## Regulatory record

- **CRD number:** 332013
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332013

## About

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.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services

## People

- Shannon Foreman — CEO | Founder | Senior Financial Advisor
- Kristi Hicks — Experience Architect
- Padao Vang — Director of Operations & Client Experience
- Claire Stumbras — Financial Advisor

## 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.

## Related profiles

- [Frontline One Management](https://altss.com/profile/frontline-one-management-llc)
- [Holistic Capital](https://altss.com/profile/holistic-capital)

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Last updated: 2026-08-11T15:06:49.768Z

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