Category: SmartVestor Pro | Thimbleberry Financial
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SmartVestor Pro

Thimbleberry Financial make investment recommendations

When it comes to understanding why we make investment recommendations, the key for the Thimbleberry Financial team is communication so that we can put the financial puzzle together for our clients. From our initial meeting, we’re getting to know each other, exploring financial planning needs and wants, discovering financial planning goals, and discussing expectations. Once you’re a client, we will check in with you periodically to...

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fees associated with investing

Not all investments are the same and neither are the fees associated with investing. At Thimbleberry Financial, we’re committed to giving you all the information you need to make your investment decisions. If we’re recommending an investment, we will explain how the investment works, how much it costs, and how it impacts your long and short-term financial goals. Every financial plan is different.  Your financial plan is designed...

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QUESTIONS TO ASK YOUR SMARTVESTOR PRO

Now that you’ve received your list of SmartVestor Pros, what is the next step to finding a financial advisor who is right for you? Before agreeing to work with the first person you meet, ask your SmartVestor Pro these questions. Be clear that you’re seeking a long-term business relationship so you want to be sure they are the right fit for both of you. I’ve answered...

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