In this milestone episode of ThimbleberryU, we celebrate 150 episodes and the 10-year anniversary of Thimbleberry Financial. Amy Walls reflects on a...
At Thimbleberry Financial, our top priority is helping you achieve your goals. A key piece of that is knowing how much money you have to support...
In this episode of ThimbleberryU, we step behind the curtain of financial planning to unpack what makes a financial plan succeed and, just as...
In this episode of ThimbleberryU, Jag and Amy delve into the benefits and functionality of virtual financial advising, a model that Thimbleberry...
Embarking on your financial journey is like putting together a complex puzzle and we’re here to help you solve it. Throughout our relationship...
At some point, every kid gets asked, “What do you want to be when you grow up?” Some say President, others say game developer or fireman. I was the...
Have you ever gone to a party, and you didn’t know anyone? You feel awkward and a little nervous. But then a kind, warm person comes up and starts a...
Today, Jag interviews Amy Walls about her journey into financial advising and her work with tech and healthcare professionals. With over five years...
Throughout our relationship, you'll notice the name Cambridge Investment Research, Inc. on some of your paperwork. We want to be very transparent...
Welcome to episode 100 of ThimbleberryU, where we're diving into the integration of financial planning and wealth management at Thimbleberry...
delivered to your inbox
"*" indicates required fields