Thoughtful Financial Planning

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

314 Clifton Ave Ste 105, Minneapolis, Mi...

Phone Number

(612) 460-7355

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Thoughtful Financial Planning

Thoughtful Financial Planning offers fee-only fiduciary financial planning and coaching specifically aimed at women, LGBTQ+ individuals, and their allies. They focus on helping clients align their financial decisions with their personal values and life goals. The company provides a range of services including retirement planning, holistic planning, education planning, and estate planning. Their approach emphasizes simplifying financial complexities and tailoring advice to the unique concerns of the LGBTQ+ community.Explore more
Thoughtful Financial Planning's Social MediaPopular SearchesThoughtful Financial Planning LLCThoughtful Financial PlanningFinancial Planning ThoughtfulTimothy J LaPean, CFP®SIC Code 62,628NAICS Code 52,523Show more

Thoughtful Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Thoughtful Financial Plan...

<$5M
1-10
Private
-
2014
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Thoughtful Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Thoughtful Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Thoughtful Financial Planning.

Thoughtful Financial Planning Tech Stack

A closer look at the technologies used by Thoughtful Financial Planning

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Frequently Asked Questions Regarding Thoughtful Financial Planning

What is Thoughtful Financial Planning's official website?
Thoughtful Financial Planning's official website is www.thoughtfulfinancialplanning.com
What is Thoughtful Financial Planning's Revenue?
Thoughtful Financial Planning's revenue is <$5 Million
What is Thoughtful Financial Planning's SIC code?
Thoughtful Financial Planning's SIC: 62,628
What is Thoughtful Financial Planning's NAICS code?
Thoughtful Financial Planning's NAICS: 52,523
How many employees does Thoughtful Financial Planning have?
Thoughtful Financial Planning has 1-10 employees
What industry does Thoughtful Financial Planning belong to?
Thoughtful Financial Planning is in the industry of: Finance, Securities Trading
What is Thoughtful Financial Planning competition?
Thoughtful Financial Planning top competitors include: Safe Landing Financial, Charles Carroll Financial Partners, Sterling Total Wealth Solutions, Covenant Wealth Advisors
What technology does Thoughtful Financial Planning use?
Some of the popular technologies that Thoughtful Financial Planning uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, GoDaddy DNS
How do I contact Thoughtful Financial Planning?
Thoughtful Financial Planning contact info: Phone number: (612) 460-7355 Website: www.thoughtfulfinancialplanning.com
What does Thoughtful Financial Planning do?

Thoughtful Financial Planning offers fee-only fiduciary financial planning and coaching specifically aimed at women, LGBTQ+ individuals, and their allies. They focus on helping clients align their financial decisions with their personal values and life goals. The company provides a range of services including retirement planning, holistic planning,... education planning, and estate planning. Their approach emphasizes simplifying financial complexities and tailoring advice to the unique concerns of the LGBTQ+ community.Read More

What are Thoughtful Financial Planning social media links?
Thoughtful Financial Planning Linkedin page Thoughtful Financial Planning Facebook page
Is Thoughtful Financial Planning a public company?
Thoughtful Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Thoughtful Financial Planning

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