Location: Minneapolis, MN
Owner: Shannon Foreman
Website: forethoughtplanning.com
Forethought Planning is a forward-thinking financial planning and wealth management firm committed to helping individuals—particularly women and underrepresented professionals—reclaim their worth and rewrite their relationship with wealth. With a deep focus on behavioral financial planning and sustainable investment strategies, Forethought is redefining what it means to build and manage wealth in today’s world. Led by founder Shannon Foreman, the firm brings a human-first, impact-oriented approach to guiding clients through major life transitions with clarity and purpose.
Services:
Forethought Planning was ready to elevate its digital presence and overall brand to reflect the high-level service, compassionate guidance, and innovative financial strategies they provide. Their existing website lacked clarity, visual appeal, and the storytelling needed to engage their ideal client—high-achieving women looking for a trusted, empowering financial partner. As the business scaled and looked to bring on more advisors, they needed a brand and website that aligned with their mission and attracted aligned clients who valued wealth as a tool for greater impact.
We began with a Project Discovery session to clarify their brand’s personality, goals, ideal audience, and user journey. From there, we developed a comprehensive Brand Strategy and Messaging Framework, shaping the narrative around behavioral financial planning and sustainable investing.
We redesigned their visual identity to reflect their bold, empathic, and approachable style—introducing a refreshed color palette, typography, and graphic elements that bring professionalism and personality together. Their new website provides a beautiful, intuitive user experience with key tools like a Wealth Assessment form, resource hub, video content, and clear pathways to work with the firm.
Forethought Planning now has a brand that fully embodies their mission, values, and client experience—making it easier to connect with the right clients and grow their impact. Their new visual identity and website have empowered them to increase visibility, build trust more quickly, and convert leads through meaningful storytelling and tools that simplify the onboarding journey. The platform is also supporting their long-term vision: expanding their team, reaching more clients nationally, and continuing to revolutionize the financial industry with empathy and equity at the center.
We like it simple.
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If we feel like a good fit, we’ll send you a project estimate within 48 hours.
Re3 Creative is a web design and marketing company in Minneapolis, MN that provides all the services you need to be successful online. Our services include Web Design and Development, SEO, Graphic Design, Copywriting, Website Maintenance, Brand Photography, Brand Videography, Marketing, Social Media, Brand Discovery, and Project Discovery.
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