The Myth of Financial Goals: Most People Don’t Know What They Want

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You have seen it a thousand times: “We help you reach your financial goals.” It is the tagline for the majority of financial advisors. And before you say to yourself, “Well Kathy, we have seen you use those exact words too.”, I will fully disclose that I am as guilty as the next guy or […]

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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