Forethought Planning

Forethought Planning Forethought is a women-owned, fiduciary, planning-first wealth management firm for modern individuals and families. You don’t need it all figured out to s

We guide high-achievers through real-life complexity—career growth, caregiving, and big transitions. • Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Advisor's Pride, Inc., a registered investment advisor. Advisor's Pride, Inc. and Forethought Planning are separate entities from LPL Financial.


• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial 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

As we celebrate five years of Forethought Planning, we’re equally thrilled to celebrate our growth! Please join us in we...
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!

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.

Whether you are a professional caregiver, family member, or friend, "The Caregiver's Journey" is designed to provide a s...
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

During our September Wealth Circle: The Caregiver's Journey, I'll share some of my personal experiences as a caregiver a...
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

What does it mean to be a caregiver? What information is helpful to know? Whether you are an active caregiver or wonderi...
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.

This week we're introducing you to the fantastic panelists joining us on August 24th, 5:30 p.m. @ ModernWell for our Wea...
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

This month we are proud to support the Center For Economic Inclusion as the nation’s first Black-woman founded and led o...
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

Wealth Circle is back from summer break!  Join us as we delve into the world of real estate investment and explore the p...
07/24/2023

Wealth Circle is back from summer break! Join us as we delve into the world of real estate investment and explore the possibilities of generating passive income. Whether you have prior experience or are entirely new to real estate, this event is designed to provide valuable insights and guidance. Tag a friend you'd love to attend with and register today!

A career in the financial industry was one I never thought would happen. My parents were artists and creatives; building...
07/11/2023

A career in the financial industry was one I never thought would happen. My parents were artists and creatives; building wealth wasn't a topic that was prioritized or even talked about. We simply did what we could to get by each month. Gratefully, the values my parents prioritized meant we lived in the city's heart, and I attended schools where I wasn't in the majority as a white girl. What I lacked in financial security growing up, I more than made up for in experiences that have undoubtedly shaped who I am today and the path my career has taken over the course of 20 years.

When I started college, however, I was shocked at how white my campus was -- and admittedly, by the end of my college career, fell into complacency and comfort in ways I hadn't previously experienced. While my relationships outside of school were full of color & diversity, my education & early career was filled with a lot of the same, which in the financial industry, a lot of the same meant a lot of white men. As a woman, I knew I stood out, so I worked extra hard in my roles and never said no to any opportunity presented to me. It wasn't until I was sitting in a boardroom, as the only woman in a room full of white faces, where the topic of talent acquisition & development came up that I realized I had the ability to impact change. I was beyond frustrated when a senior leader said he 'just can't seem to find any diverse talent' because I knew it wasn't a priority; complacency drove so many behaviors and decisions in the corporate world, I realized. Going back to my childhood and the values my parents instilled in me, something clicked that day, and I knew I couldn't sit back and say nothing. From that moment forward, I was committed to stirring up the predominately white status quo in the financial industry & cultivating conversations that prioritized diversity & inclusion.

As a white woman, I have benefited from affirmative action. It's a fact that doesn't also take away my qualifications for the opportunities I've had. I'd be remiss not to acknowledge that it's also helped open doors to those very experiences that have shaped my career, knowing that white women tend to be the first 'diverse' recruit in male-dominated industries. I'm certainly grateful -- and, as a white woman, I know & believe we can do more.

It's time to take more action, risks, advocate, speak up & help open the doors for other hard-working, qualified humans who may not look like us. Disrupt the status quo. Don't take no for an answer. Diversity isn't just a trending topic of conversation. I could tell you that it's the right thing to do from a human perspective -- and it is. And I'm going to add: it's good for your business, your profits, your growth -- & ultimately, your wealth. We all benefit when we're surrounded by, learning from & supporting people & voices that don't look or sound like our own. The choice is ours: do we want to be a barrier -- or be a champion?

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1101 Stinson Boulevard Unit 110
Minneapolis, MN
55418

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