You want to reach a point when you don't have to work.
But, there’s a lot between here and there.
How much do you need?
Where should it go?
And, when will it pay off?
You’ve done things… you’ve built a cash reserve. You’re saving into your employer’s retirement plan. You have investments. These are the things you know to do, but now you’re asking yourself, “Is this right?”“Is this enough?” And, “What am I missing?”
The truth is, you’ve done the hard work of making money.
You deserve a financial guideto help you take it from here.
And listen, our team isn’t going to lecture you on your spending. In fact, we never preach, and we never push.
Instead, we spark thoughtful questions, listen intently to your responses, and arm you with information. That way, you can decide how you’d like to make the most of what’s possible now while also planning responsibly for life down the road.
Thanks to Amy of Thimbleberry Financial Investment, my husband and I were able to retire comfortably and feel confident in our financial future. She helped us develop a plan covering all our goals. We appreciate that Amy clearly explains complex topics in a way that we understand her strategy. She and her entire team are professional, trustworthy, warm and personable.
My ongoing experience with Thimbleberry Financial, particularly with my advisor Amy, has been nothing short of excellent. I am incredibly pleased with the services they provide, which extend far beyond basic financial planning. Thimbleberry's holistic approach has not only covered my financial needs but has also guided me through estate planning and end-of-life care decisions. Additionally, their services have been instrumental in reducing my financial anxieties. The biannual video calls with Amy are insightful, and her podcast offers valuable financial advice that I regularly follow.
One of the most remarkable aspects of Thimbleberry's service is their responsiveness. They consistently respond within one business day and are readily available for video calls within a week when needed. This level of attentiveness is rare and highly appreciated. A recent example of their impactful service was Amy's simple yet effective solution to my concern about overspending. By changing the way I manage my paycheck deposits, she not only helped streamline my budget but also greatly improved my peace of mind.
What truly sets Amy apart is her exceptional listening skills. She attentively addresses all my fears and concerns, often proposing solutions proactively. Her ability to perceive and act on my unspoken needs has positively impacted both my financial stability and mental well-being. This anticipatory and empathetic approach makes Thimbleberry Financial an invaluable partner in managing my finances.
In conclusion, I highly recommend Thimbleberry Financial for anyone seeking comprehensive, responsive, and genuinely caring financial advisory services. Their ability to blend professional financial planning with a personalized touch is truly exceptional.
