THOUGHTFUL PLAN

Thoughtful Plan is a Buffalo-born and bred financial advisory serving all types of individuals and businesses throughout the country. Our mission is to empower our community to live better lives through education and thoughtful advice... We are not just an LGBTQ+ friendly firm, we're also part of the community. We have a zero tolerance policy for discrimination against sexual orientation, gender expression, or lifestyle preference, and have years of experience assisting LGBTQ+ individuals achieve their financial goals... Running a business is hard enough. We are your ad hoc / on call / on tap CFO, helping with succession planning, retirement planning, and employee education programs.

Also known as: Thoughtful Plan Inc.

Primary location: Buffalo United States