Thoughtful Financial Planning

Specialties

We help clients with a broad range of financial concerns including: retirement planning, employee benefits choices (including help with 401(k), 403(b), TSP, 457 plans, etc.), education planning, estate planning, insurance planning, debt pay down, and many other subjects. Contact us today to learn more.

Meet the Business Owner

Timothy L.

Business Owner

I specialize in helping women, members of the LGBT community and the people who love them manage the financial side of living a more fulfilling life.

I stumbled into the financial services industry in 1997 and I fell in love with transforming lives instead of equations. I’ve been a Certified Financial Planner™ Professional since 2006, a member of the Financial Planning Association (FPA) since 2008, an Accredited Domestic Partnership Advisor (ADPA®) since 2011, and a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor since 2014.