21
Growth Score
pts
Heat Score
-12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Thoughtful Plan offers financial planning and investment management, focusing on financial literacy and efficient money management.
- Mark Ziemba: Founder and Financial Planner
About the Company
Thoughtful Plan specializes in financial planning and investment management services, aiming to optimize clients' financial health and investment outcomes. With a focus on financial literacy and lower fee investing, Thoughtful Plan offers personalized financial advice and management, ensuring clients' money is managed efficiently. The
company provides a comprehensive approach to financial planning, including creating tailored investment strategies that align with clients' goals. Thoughtful Plan also emphasizes the importance of leaving a lasting legacy, offering guidance on how to achieve this through thoughtful financial planning and investment.
