With Short-Term Goals, Go for a Bird in the Hand

bird hand

Carl Richards, Director of Investor Education for the BAM Alliance, posted an article in the New York Times about the importance of not gambling with money you need for your short-term goals.  We want to make sure our clients have enough cash set aside to cover them for the next 2-3 years, even if it means giving up potential investment […]

Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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