(952) 938-3476 OR (320) 269-7889
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Mitchell Thompson helps individuals and families navigate life's transitions through holistic financial planning explained in clear, practical language. His approach centers on guiding clients through change, whether it's an expanding family, education planning, becoming an empty nester, divorce, retirement, loss of a loved one, inheritance, medical challenges, or disability, with confidence, structure, and trusted guidance.
Mitchell believes financial planning should evolve as life evolves. As his clients' goals and values shift, he ensures their financial strategy adapts accordingly. His work focuses on helping clients gain clarity and direction by answering the questions that matter most:
- Where am I relative to my goals?
- Do I need to make changes?
- What should I be doing now?
- What if life changes?
What sets Mitchell apart is not only his professional expertise but his personal understanding of life's complexities. He has experienced many of the same challenges his clients face, including marriage, divorce, remarriage, blended family dynamics, raising a son with Autism, navigating family business conflict, and the loss of loved ones. These lived experiences shape the empathy, perspective, and authenticity he brings to every client relationship.
Mitchell maintains a strong commitment to his community and the organizations that support it. He and his wife founded a nonprofit dedicated to strengthening special needs programs by providing resources, funding, and support for children and adults in the communities they serve. He also volunteers with the FPA Pro Bono planning alliance, working with the MS Society and the Autism Society of Minnesota to provide financial planning services to those in need.
Outside the office, Mitchell enjoys spending time with family and friends, being on the lake and outdoors, and working on his next project.
Professional Designations
- Certified Financial Planner™ (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
- Chartered Special Needs Consultant® (ChSNC®)
- Accredited Estate Planner® (AEP®)
Mitchell's mission is simple: to help clients feel confident, informed, and supported as they move through every phase of life.
