Thoughtful Plan Inc.
Founder & Financial Planner
Mission & Values / The Thoughtful Way
We never discriminate. We service each of our clients equally, regardless of income or asset level, gender, sexual orientation, religion, or background.
There is no one-size-fits-all when it comes to financial planning. We take an individualized approach to each of our clients’ financial strategies based on their goals and lifestyle needs.
We offer flexible meeting times and structures.
Whether it be through our low account minimums, community involvement, or financial literacy training, we aim to make financial planning accessible to all by empowering people to take control of their finances.
Who We Serve
We never discriminate.
All Income and Asset Levels
We can help you craft a financial plan that suits your needs and helps you achieve your goals—no matter your tax bracket. We have a strong track record of developing successful strategies for retirement, insurance, education, investment, and estate planning strategies for individuals of all income and asset levels.
We are not just an LGBTQ+ friendly firm, we’re also part of the community. We have a zero tolerance policy for discrimination against sexual orientation, gender expression, or lifestyle preference, and have years of experience assisting LGBTQ+ individuals achieve their financial goals.
High-Net Worth Individuals
We consult closely with high net-worth individuals and multi-generational, family-owned businesses for complex estate planning, succession planning, legacy planning, and more.
There are a plethora of benefits accessible to military veterans. We will create a path that helps you maximize and manage these benefits.
Running a business is hard enough. We are your ad hoc / on call / on tap CFO, helping with succession planning, retirement planning, and employee education programs.
We have years of experience in asset allocation strategies, tax-advantage investing, and building socially responsible portfolios. Let us help you learn about your options and develop a plan that suits your needs.