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Firm Brochure & Supplement Disclosure - Form ADV Parts 2A & 2B

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Client Advisory Agreement

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Disclaimer: This website is intended only for clients and potential investors in countries and states in which Thoughtful Financial Planning, LLC is qualified to conduct investment advisory services.

Thoughtful Financial Planning, LLC is a Minnesota-state registered investment advisor. Thoughtful Financial Planning, LLC may only transact business in those countries or states in which it is registered, or in which it qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to the financial planning services of Thoughtful Financial Planning, LLC.

Please email us at timothy@thoughtfulfp.com or call us at (612) 460-7355 to determine if we may conduct advisory business in the country or state where you reside. Thoughtful Financial Planning, LLC does not and will not affect or attempt to effect transactions in securities or render personalized investment advice for compensation through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Thoughtful Financial Planning, LLC representative who is either registered or who qualifies for an exemption or exclusion from registration in the country or state where the prospective client resides.