Choose the Path That

Meets You Where You Are.

We’ve reimagined wealth management for the modern human—meeting you at every stage of life with strategy, compassion, and clarity.

Schedule Your First Step

Reimagining your wealth.

At Forethought, we know that not everyone has felt like they belong in wealth management. Maybe you’ve worked with an advisor who never really saw you. Maybe you’ve been focused on everything and everyone else, or you’ve wondered if you even have “enough” to get started.

That’s why we built a different kind of experience that meets you where you are today and evolves with you as your life grows more complex. Whether you’re building your foundation, aligning your investments, or ready to bring everything together under one intentional plan, our team guides you every step of the way.

Financial Planning

Clarity You Can Feel. Strategy You Can Rely On.

Get the personalized roadmap that aligns your money with your life. Together, we’ll uncover your goals, craft a comprehensive strategy, and build a plan that supports your future with purpose.

Investment Management

Invest With Intention, Not Just Ambition.

We build values-aligned portfolios that grow with your goals and reflect what matters most to you—so your money is working not only for you, but with you.

Wealth Management

Your Whole Financial Life, In One Robust Place.

For those ready for the full experience, our comprehensive wealth management path brings your financial planning, investment strategy, and ongoing guidance together under one roof. As your life expands, so does our support—connecting you with seasoned professionals to help manage your entire financial ecosystem.

Self Guided Access

Empowered Tools, Flexible Support.

COMING SOON! For the independent explorer, our self-guided tools offer professional-grade access to planning and investment platforms—on your time, at your pace.

You don't have to have it all figured out.

In a complimentary 30-minute introduction call, we’ll listen to your story, learn what’s most important to you, and explore which Forethought path aligns with your life and goals.

Let’s connect, clarify your direction, and begin building a strategy that sees you, exactly where you are.

Schedule a Complimentary Introduction Call

_{The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.}

_{Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Financial planning is offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities.}

_{Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.}