Where did the year go? Already ushering in a new season with kids back to school and Fall on the horizon. We’re sharing a Member to Meet today, with CEO and Founder of Forethought Planning, Shannon Foreman. As a mother of 2, Shannon knows all too well the hustle of this time of year. Read a few more fun facts and business highlights below for Shannon.

Shannon Foreman, CEO and Founder of Forethought Planning

A Business Win, Success or Recent Highlight:

Our vision and impact is GROWING! By October of 2021, just shy of two years since our launch, we had tripled the size of our business and grew from it just being me to now a team of four! In January of 2022 we kicked off our Women’s Wealth Circles – a 12-month-long program where women have the opportunity to breakdown and rebuild their relationship with their wealth in order to form a healthy and go forward to thriving vision and relationship. Through this program the women don’t pay to be a part instead they make contributions to local nonprofits in the metro and surrounding areas working toward equity for women, people of color, of different abilities, sustainability, financial education, etc. Along with the monthly donations our participants are making, we will be matching the donation up to 5% of our annual profits. I’ve had the opportunity to speak to small groups, on stages, and even make a few TV appearances sharing my knowledge around wealth management and financial planning.

Where You Lead:

Well in a male, pale, and stale industry, I’d say we shine bright like a diamond in a sea of rocks! We are not your typical wealth management firm. We focus on making wealth impactful for our clients, generations to come, and their communities through comprehensive financial planning and sustainable investing. We thrive at coming alongside successful, go-getter, change making women who fiercely want a team that will recognize all of them and see them for the Rockstar they are. Women are the future and if we need to make sure we believe we are worthy of wealth!

Loves of Your Life:

My hubs - Jim, kids – Gilliana and Savannah, our pup Louie, amazing friends who are like family, and my Peloton bike and tread 😊 I love cooking, crafting, sitting in the sunshine, long walks or hike. I am a gym rat mom – my girls are competitive gymnasts and I’m their biggest cheerleader (and possibly pretty obnoxious!) The desert is my fav vacation spot. Chocolate and ice cream are my downfalls. Tacos are my FAVORITE meal specifically at La Tapitia in Roseville. I love to be a part of the greater community and I’m honored to be a long-term board member at Urban Ventures in the neighborhood I grew up in. I love my BWC sisters and the amazing community of female business owners in the Twin Cities who have embraced me with open arms as I’ve launched this dream!

Best Way to Find You: @msshannonforeman and @forethoughtplanning on Facebook and LinkedIn

The BWC Team