Most people think of financial planning as simply saving for the future and setting financial goals. But at Thinking Big Financial, money is bigger than what goes in and out of your bank account. Thinking Big offers comprehensive financial planning and investment management services backed by years of Wall Street experience.
As a financial advisor in New York, I know how hard it is to plan in the midst of a busy schedule. When you work with me at Thinking Big Financial, you'll get a dedicated partner in the financial planning process. I keep the process simple and transparent so you can take control of your financial future.
As a financial advisor in New York, I know how hard it is to plan in the midst of a busy schedule. When you work with me at Thinking Big Financial, you'll get a dedicated partner in the financial planning process. I keep the process simple and transparent so you can take control of your financial future.
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The firm's name, Thinking Big Financial, took shape out of the idea of thinking bigger about my future. I happened to be a reading a book about the philosophy and magic of "thinking big" and the name just stuck! The name embodies my own "thinking big" moment about my future: a career switch starting my own business using a skillset I've learned in my previous career.
As a proud member of the LGBT+ community, I get that our lifestyles are unique and our families come in all shapes and sizes. I know your financial planning requires a different approach from the conventional. From partnering to marriage, adoption to surrogacy, we need specific support when it comes to our financial lives.
Anyone with this designation has studied and prepared for an examination that covers all aspects of financial planning, met ethical obligations and work experience requirements. There is also an annual continuing education requirement too. A fiduciary is fancy term for putting your interest before mine.
Individuals, parents, entrepreneurs, or retirees-everyone needs to keep track of the money in their life. And financial planning is not just about crunching numbers. It's about getting to know you and your goals. To start off, we'll walk through a bunch of questions like the ones below. Then, I'll create an actionable financial plan and be there to manage it for you - even when those plans change.
The truth is, most Americans don't take the time to think about their financial future. They think having a savings account is enough. But not having a comprehensive financial plan puts you and your loved ones at risk later in life. Investing is key to making sure that you are letting your hard-earned money work for you.
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