Thoughtful Financial Planning
- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
Funds Used With Clients
Firm Client types
|Thoughtful Financial Planning||5 years, 6 months||Jun 2014 - Present|
|Metro Transit||1 year, 8 months||Jun 2014 - Feb 2016|
|Gradient Financial Group, LLC||4 months||Dec 2013 - Apr 2014|
|Ameriprise Financial Services,Inc..||4 months||Aug 2013 - Dec 2013|
|Timothy J. Lapean, Sole Proprietor||10 years, 3 months||Sep 2009 - Present|
|Ameriprise Financial Services, Inc.||6 years, 1 month||Jul 2007 - Aug 2013|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Accredited Domestic Partnership AdvisorDesignationIndividuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
Thoughtful Financial Planning, LLC
$933.6KTotal Assets Under Management
N/ATotal Assets Under Advisement
$186.7KEstimated Average Account Balance