Forethought Planning

05/13/2025

As we celebrate five years of Forethought Planning, we’re equally thrilled to celebrate our growth! Please join us in welcoming Claire Jackson Stumbras to the FP team as our newest Financial Advisor!

Claire brings an inspiring background in education and nonprofit leadership. After making a values-driven career shift to financial services in 2023, she’s been supporting clients in aligning their money with what matters most — whether that’s justice work, sustainable living, or building financial stability.

She’s also deepening our team’s knowledge in long-term care, disability, and life insurance — resources that are meaningful to many of the families and caregivers we serve.

🎉 Claire lives in Minneapolis with her husband and their beloved dog, Winston. Together, they enjoy time with their extended family, wilderness camping in the Boundary Waters, yoga, and vegan baking.

➡️ She’s now accepting new clients and is here as a resource to all current FP clients.
📅 https://forethoughtplanning.com/schedule-a-free-wealth-assessment/

Welcome to the team, Claire!

04/15/2025

What is within your control?
www.forethoughtplanning.com

01/01/2024

🎉 Happy New Year 🎉
As we welcome 2024, we're filled with gratitude for the incredible journey we've shared with each and every one of you. 🌟 May this new year bring you abundant joy, prosperity, and financial success! 💰✨ Here's to achieving your goals and securing a brighter future together.

09/07/2023

Whether you are a professional caregiver, family member, or friend, "The Caregiver's Journey" is designed to provide a space for sharing experiences, asking questions, gaining valuable insights, and connecting with others who understand the challenges and joys of caregiving. Ask a friend or family member to join you for the evening and we look forward to welcoming you. Link to register: http://events.r20.constantcontact.com/register/event?oeidk=a07ejwllwjf865a3dda&llr=8lzkreabb

09/05/2023

During our September Wealth Circle: The Caregiver's Journey, I'll share some of my personal experiences as a caregiver and it seems fitting our feature non-profit this month be the ALZ Association . The road we traveled with my Dad and Alzheimer's for the last 8.5 years has been anything but straight. I continue to hope that sharing my story and answering questions will serve as a resource for others in a caregiving role. Bring a loved one or a friend and join us on September 21st to get your questions answered. Register Here: http://events.r20.constantcontact.com/register/event?oeidk=a07ejwllwjf865a3dda&llr=8lzkreabb

08/30/2023

What does it mean to be a caregiver? What information is helpful to know? Whether you are an active caregiver or wondering what to consider for family, friends, or loved ones, we've created this event for you.
Caregiving is a selfless act of love and dedication, and this event aims to honor, support, and provide information for the incredible individuals who undertake this noble journey. Whether you are a professional caregiver, family member, or friend, "The Caregiver's Journey" is designed to provide a space for sharing experiences, asking questions, gaining valuable insights, and connecting with others who understand the challenges and joys of caregiving. Bring a friend or family member, and please join us on Thursday, September 21st, for this vital conversation. Link to register: http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejwllwjf865a3dda

Empowering your wealth transformation through customized wealth management, financial planning, and sustainable investing.

08/07/2023

This week we're introducing you to the fantastic panelists joining us on August 24th, 5:30 p.m. @ ModernWell for our Wealth Circle: Real Estate Investing. Meet Fola Badewa, Mortgage Lender at Guaranteed Rate Affinity. She's consistently sharing helpful information on her page, and we can't wait to have her share some with you on August 24th, 5:30 p.m. Bring a friend, bring your questions, and join us for an evening of learning and connecting. Register below:
http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejvlxarpbc6b062f

08/02/2023

This month we are proud to support the Center For Economic Inclusion as the nation’s first Black-woman founded and led organization dedicated exclusively to strengthening public-and private-sector civic infrastructures and disrupting systems and influencing market forces. They will receive a portion of this month's Wealth Circle proceeds!
The month's Wealth Circle is all about Real Estate Investing. Whether you are new to the topic or a seasoned investor, this event is for you. Join us with a friend. Register here: http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejvlxarpbc6b062f