Thinking Big Financial is a New York-based financial planning firm led by Jim Marrocco, CFP®, CFA. The firm offers holistic, values-driven financial planning and investment management, with a particular focus on serving the LGBTQ+ community. By prioritizing clients’ personal values and life goals, Thinking Big Financial aims to provide clarity and empowerment in financial decision-making. Their approach includes simplifying financial processes, offering straightforward investment strategies, and fostering a healthier relationship with money. The firm also provides specialized programs, such as the Trans Financial Planning Program, to address the unique financial challenges faced by the LGBTQ+ community.