One of Amy Walls' key tenets at Thimbleberry Financial is creating a good client experience - one that is based on mutual trust and accountability.  The firm makes commitments to clients, and clients make commitments in return.This includes:Responding to communication.Revisiting the planning process annuallyUpdating the planKnowing what's important to our clients, but also where the boundaries areKnowing which clients are a good fit, and which ones are notProviding educationHaving processes and setting expectations around themHonest communication, even when it's what a client doesn't want to hear.As an example, Amy began scheduling her clients out for the year. She explains how well that was received.Resources:Thimbleberry Financial Website: https://thimbleberryfinancial.com/Thimbleberry Financial Phone Number: 503-610-6510
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

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