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 conversation. All of a sudden, you’re more comfortable and you feel safe. That’s how we want you to feel when you work with Thimbleberry Financial. You’re not just a number here. We want to know your goals, your hopes, and your dreams. Maybe that’s taking a sabbatical from a high-stress job or achieving early financial independence.
You’re an expert at what you do, and you’re busy! This is something you can delegate to us, and you can trust that we have your back. It’s like a doctor referring a patient to a specialist. They’re only going to send them to someone they know and trust.
Our clients trust us to be their advocate for any financial need. It’s about much more than managing investments. Our comprehensive financial planning focuses on cash flow, estate planning, insurance protection, taxes, and much more. It’s a lot! And that’s why we choose our clients very carefully. We want to make sure we’re a good fit for each other, so we can devote a lot of time and attention, to help make sure you feel safe.
A big part of achieving that is to make sure your plan doesn’t just work well on paper but lives and breathes with your real life. It needs to be resilient and adaptable for what life brings. Like the thimbleberry that grows from the coast to the mountains here in the Pacific Northwest. It survives across a wide range of terrain and weather to become a gourmet fruit.
We worked with a tech executive who dreamed of moving out of the city to a place with some land but didn’t think he could afford it. We made some adjustments to his plan, and he’s now enjoying his home, which has already paid off, plus donating a lot of money to charity. We also helped a couple of doctors buy some land that they’re looking to build their retirement home on after their long and distinguished careers. What made all of these dreams work was that they trusted us to help nurture them and follow a flexible plan that could get them there.
What are your dreams? Give us a call so we can talk about it and start putting your plan together.
