Forethought Planning LLC offers personalized financial planning and consulting services to individuals. The firm provides ongoing financial planning through different tiers—Foundational, Advanced, Premier, and Elite—covering services such as goal setting, cash flow guidance, investment analysis, and complex planning topics like estate planning, tax strategies, and retirement planning. Forethought Planning also offers one-time financial plans tailored to specific client needs, educational seminars, workshops, and technology subscriptions including online portal access and on-demand educational courses. Forethought Planning does not manage client investment portfolios or maintain discretionary trading authority.
Fee Structure
Forethought Planning offers ongoing financial planning with multiple tiers based on the level of service and complex planning topics required:
- Foundational — $2,400 for the first year, then $199 per month
- Advanced — $3,600 for the first year, then $299 per month
- Premier — $4,400 for the first year, then $359 per month
- Elite — $5,600 for the first year, then $449 per month
All ongoing plans include onboarding, goal planning, cash flow guidance, a financial plan and recommendation session, simple debt planning, a personalized dashboard, investment analysis, risk tolerance assessment, and team access. Advanced, Premier, and Elite tiers include additional complex planning topics, behavioral financial planning, and coordination with your tax and legal professionals.
- One-time financial plan — $2,400 to $15,000 depending on complexity and unique client needs
- Online portal access — $15 per month
- Individual on-demand course — $99 one-time fee
- On-demand course bundle — $499 one-time fee
- Seminars and workshops — $35 to $100 depending on the topic