Sharing Financial Guidance with Those Who Matter
Автор: Thimbleberry Financial
Загружено: 2025-05-05
Просмотров: 6
We often get asked, “Can I share your info with someone I care about?” The answer is yes. If someone is important to you, they’re important to us.
Our clients often refer colleagues in tech or healthcare who are navigating unique financial challenges:
In tech, they might be managing equity compensation or planning long-term strategies for stock options and tax issues.
In healthcare, it might be about planning multi-generational wealth, managing consulting income, or preparing for career transitions.
We take on new clients carefully—no more than one a month—but we always make time to help your referrals. Even if we aren’t the right long-term fit, we’ll talk things through, offer clarity, and point them in the right direction.
If someone you care about could use financial guidance, we’d love to help.
Reach out to connect them with us today.
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Learn more https://thimbleberryfinancial.com/
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