Timothy LaPean

CFP®, ADPA®

Thoughtful Financial Planning

Financial Advisor

Timothy LaPean

CFP®, ADPA®

Thoughtful Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Timothy LaPean, CFP®, ADPA®

(612) 460 7355

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 clients 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 the country’s 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. 

 

 

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

Contact Timothy LaPean

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Office Locations:

  • 314 Clifton Ave
    Suite 105
    Minneapolis, MN 55403

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