Thoughtful Financial Planning

At Thoughtful Financial Planning, we believe financial planning should be about more than just numbers and transactions. It's about understanding what truly matters to you and aligning your financial decisions with your values and aspirations.

Who We Are

We are a team of experienced and compassionate financial planners dedicated to helping individuals and couples in the LGBTQ+ community, women, and those who love them achieve financial clarity and security. We work collaboratively with you to identify your unique goals and concerns, then develop a personalized plan to help you reach them.

What We Offer

Our holistic approach to financial planning covers every aspect of your financial life, including:

Retirement Planning

• Optimizing your retirement accounts
• Developing a holistic approach to retirement savings and investments
• Addressing unique challenges faced by those transitioning or already retired

Financial Health Planning

• Debt reduction strategies
• Investment planning and portfolio management
• Insurance planning to safeguard your financial future
• Estate planning and legacy considerations

Life Planning

• Balancing financial planning with living in the present
• Prioritizing values and identifying what truly matters
• Building resilience and managing anxieties around the future

Specifically for the LGBTQ+ Community

• Addressing concerns surrounding healthcare, estate planning, and legal recognition
• Providing support and understanding of unique challenges faced by the LGBTQ+ community

Client-Centered Approach

Our client-centered approach ensures that your voice is heard and your concerns are addressed. We work collaboratively with you to:

• Identify your financial goals and values
• Develop a customized financial plan
• Monitor and adjust your plan over time
• Provide ongoing support and accountability

Schedule Your Consultation Today

If you're ready to take the first step towards financial freedom and peace of mind, schedule your initial consultation with Thoughtful Financial Planning today. We'll work together to create a financial roadmap that aligns with your unique needs and aspirations.