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. This new direction is my life’s dream. But it is also the the real purpose behind the business of financial planning and investment management: to help people to think big about their own lives and take the steps necessary to get to the future they envision.
It is my core belief that many of our aspirations in life – however big or small – require thoughtful planning. And it is this conviction that led me on a journey to help others to think big about their own lives and use the tools and planning necessary to get there.
Thinking Big Financial is a fee-only advisor and member of NAPFA.