Timothy LaPean

CFP®, ADPA®

Thoughtful Financial Planning

Financial Planner

I can work with clients anywhere!

Timothy LaPean

CFP®, ADPA®

Thoughtful Financial Planning

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. I specialize in helping women & members of the LGBTQ+ community. - Timothy LaPean, CFP®, ADPA®

Fee-Only financial planner located in Minneapolis, MN, serving clients locally and across the country

Timothy LaPean is a Minneapolis, MN fee-only financial planner. Thoughtful Financial Planning provides comprehensive and objective financial planning to help women, LGBTQ+ community members and their allies organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Timothy LaPean is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Timothy LaPean is a Fee Only Financial planner in Minneapolis, MN. Timothy LaPean is a NAPFA-Registered Financial Advisor who specializes in helping women; members of the lesbian, gay, bisexual, & transgender community; and those who love them manage the practical 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.

Timothy LaPean is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Thoughtful Financial Planning is a holistic, fee-only financial planning firm in Minneapolis Minnesota that specializes in helping women; members of the lesbian, gay, bisexual, & transgender community; and those who love them manage the practical side of living a more fulfilling life.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • LGBTQ+ Financial Planning Concerns
  • Women's Financial Planning Concerns
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Income Planning
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Timothy LaPean is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Timothy LaPean is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Timothy LaPean is a Member of the XY Planning Network

    The 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.

  • Financial Planning Association
    Timothy LaPean is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Accredited Domestic Partnership Advisor - ADPA®

    Timothy LaPean is an Accredited Domestic Partnership Advisor (ADPA®)

    Individuals who hold the ADPA® designation have completed a course of study encompassing the issues and challenges around financial planning, wealth transfer, taxation, retirement planning, and estate planning unique to domestic partnerships. The ADPA® course of study is geared toward financial advisors, CPAs, and attorneys whose practices include partners considered unmarried under state and/or federal law and can be earned only by practitioners who hold a prerequisite designation (CFP®, CIMA, ChFC, CPA, AAMS®, AWMA®, CRPC®, APMA(SM), or a J.D.)

Contact Timothy LaPean

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Office Locations:

  • 314 Clifton Ave
    Suite 105
    Minneapolis, MN 55403

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