End of Life Checklist

Episode Notes

End of life planning is an intimidating, yet necessary, process. Amy Walls of Thimbleberry Financial thought of today's topic after seeing a friend receive a terminal diagnosis, and watching her and her husband scramble to get their affairs in order.  It gave her pause, and she started thinking about her own family and future.

You need to take stock of both your financial situation and your priorities.  They aren't one and the same!



At Thimbleberry Financial, Amy Walls and her team make it a priority to really get to know their clients and what's important to them. This goes far beyond their investments.  If you'd like to contact the team and set up an appointment, you can visit:

or call: 503-610-6510.