Forethought Planning provides financial planning and consulting services to individuals. They offer ongoing financial planning with different tiers (Foundational, Advanced, Premier, Elite) that include goal planning, cash flow guidance, investment analysis, and more. They also offer one-time financial plans covering various topics like retirement strategy, risk management, and tax reduction. Seminars and workshops are also available to educate the public.
Fee Structure
Forethought Planning offers ongoing financial planning services with different tiers:
- Foundational — $2,400 for the first year, then $199 per month. Includes goal planning, cashflow guidance, investment analysis, and more.
- Advanced — $3,600 for the first year, then $299 per month. Includes Foundational services plus two complex planning topics.
- Premier — $4,400 for the first year, then $359 per month. Includes Foundational services plus four complex planning topics.
- Elite — $5,400 for the first year, then $449 per month. Includes Foundational services plus unlimited complex planning topics.
Advanced, Premier, and Elite tiers also include behavioral financial planning and coordination with your tax and legal professionals. Ongoing clients meet 2-4 times per year depending on the tier.
Forethought Planning offers one-time financial plans for a fixed fee ranging from $2,400 to $15,000, depending on the complexity and your specific needs. These plans cover topics like financial goals, net worth, cash flow, retirement, risk management, taxes, and estate planning.