Welcome to Thinking Big Financial
Money is bigger than what’s in your bank account.
Ongoing financial planning and investment management for people who want to make thoughtful decisions about their money and use it to build the life they want.
How can financial planning help?
You're earning and saving, but aren't sure if you're doing the right things.
You’re facing a big decision to buy a home, start a family, or change careers.
You’re doing well financially but still feel anxious about money.
Your life has changed and your financial plan needs to catch up.
Your savings, investments, taxes, and insurance all need to work together as part of the bigger picture.
You want someone to help you think through your financial future.
Good financial planning is not just about finding the technically correct answer. It is about understanding what matters to you, recognizing the beliefs and fears that influence your decisions, and helping you make thoughtful choices when life changes.
We bring financial expertise to the table, but we also ask questions. What is this money for? What are you afraid might happen? What would enough look like? What are you trying to create in your life?
Then we help turn those answers into practical decisions about saving, investing, taxes, retirement, spending, and everything else your financial life requires.
Holistic, Values Driven Financial Planning
Most people think of financial planning as simply saving for the future and investing money in the stock market. But money can only take you so far in life. To live the life you envision, you need to dream big with collaborators who will empower you every step of the way.
Before we even look at your finances, we spend time understanding you, identifying your values, and learning about what you hope for the future. We avoid approaching our conversations with “shoulds” and instead ask: What do you want out of life? How can we help you get there? You’ll come away with clarity about your dreams and aspirations, maybe for the first time.
From there, we keep the financial planning process simple. That may mean slimming down on the number of accounts you have or creating an easy-to-follow, monthly plan for your cash flow. Our investment strategies are straightforward so you know exactly what the strategy is. We help you develop a healthier relationship with your finances by challenging long-held beliefs about money that may be holding you back.
We help bring the pieces of your financial life together, including:
- Cash flow and spending
- Investments
- Retirement planning
- Tax planning
- Equity compensation
- Insurance and risk management
- Estate planning coordination
- Education planning
- Major purchases and life transitions
The point isn’t to optimize every dollar. It’s to help your money support the life you actually want to live. Our holistic, values-driven financial planning gives you the clarity to make difficult decisions later on in the process — because you already know what’s important to you. As a result, you’ll have the financial stability and freedom you’ve always wanted.
Let us become your thinking-partners in living your life to the fullest.
Why I Do This Work
Jim Marrocco, CFP®, CFA
When I started Thinking Big Financial, my mission was to help everyday people live the lives they wanted to live, even when it seemed impossible. where the conversation was largely about markets, investing, and accumulating wealth. I became more interested in what money actually makes possible in people’s lives.” But I saw more possibilities in the financial world than just accumulating assets and funds. Now, I combine what I learned from Wall Street — discipline, expertise about the investment process, and understanding the market behaviors — with my passion for helping ordinary people with the money in their lives, specializing in the LGBTQ+ community.
As your financial collaborators, we can discover what’s possible.
Why I Do This Work
Jim Marrocco, CFP®, CFA
When I started Thinking Big Financial, my mission was to help everyday people live the lives they wanted to live, even when it seemed impossible. where the conversation was largely about markets, investing, and accumulating wealth. I became more interested in what money actually makes possible in people’s lives.” But I saw more possibilities in the financial world than just accumulating assets and funds. Now, I combine what I learned from Wall Street — discipline, expertise about the investment process, and understanding the market behaviors — with my passion for helping ordinary people with the money in their lives, specializing in the LGBTQ+ community.
As your financial collaborators, we can discover what’s possible.
Financial Planning for the LGBTQ+ Community
When you’re part of the LGBTQ+ community, it’s important to work with a financial advisor who understands you and your lifestyle. As members of the community, we are sensitive to how laws, policies, and societal biases may have impacted your life and shaped your finances. Our team works with your unique household or family structure to ensure you and your loved ones are protected.
Just as importantly, we create an environment that is specifically welcoming to the LGBTQ+ community. We know that being in a space without any awkwardness about identity, relationships, or lifestyle is crucial for meaningful financial planning. Everyone deserves the opportunity to plan for the life they envision in a comfortable, welcoming environment.
Thinking Bigger Than Money Podcast
Episode 13: Getting Unstuck with Mark Shrime, CEO of Solving for Why Coaching
Episode 12: When Your Life Changes, but Your Money Mindset Doesn’t
Episode 11: Why Your Money Buckets Might Be Keeping You Stuck
Episode 10: The Perils of Financial Comparison
Episode 9: When Money Gets Too Personal
Episode 8: Money Mythologies: The Stories We Believe About Wealth
Episode 7: The Practice of Enough
Episode 6: How to Make Financial Decisions When the World Feels Unstable
Episode 5: The Hidden Money Stories Driving Your Decisions
Episode 4: A Different Way to Start the Year with Money
Episode 3: Being Present With Your Spending
Episode 2: Money Should Support Your Values, Not Control Your Choices
Episode 1: Introducing the Thinking Bigger Than Money Podcast
Always in Transition: Planning for the Only Constant in Life
‘Where Do I Live?’: The Real Question Behind “Rent versus Buy”
Economic Shock? This Playbook Helps You Roll with It
Our Holistic Financial Planning Approach: Centered on You, Not Just Your Money
Financial Wellness for Trans People: A Sustainable Plan for Your Wellbeing
LGBTQ+ Financial Security: Practical Steps for the Road Ahead
Build Financial Resilience for Moments of Uncertainty
Empowering Your Financial Life with Money Scripts
Why You Might Feel Like You’re Just Scraping By—And Why That’s Okay
What Planning in the Post-Retirement Chapter of Life Looks Like
Why We Work as Financial Planners for the LGBTQ+ Community
How to Protect Your Finances from Cyber Threats
The Power of Perspective: Reflecting on Past Achievements vs. Future Goals
How to Save For Your Kid’s Education: Navigating the Maze of Options
What Is Umbrella Insurance and When Does It Make Sense to Get It?
A Winning Tax Planning Strategy Doesn’t Have a Big Tax Refund
What if your 401(k) offers after-tax and Roth contribution options?
Merging Finances as a Couple: Which Path to Choose?
Financial Planning for Couples