Gaining Perspective on Your Partner’s Money Story

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In a previous post, I spoke to the importance of identifying your “money story” – a memory or set of memories that helped shape how you feel about and approach money. Your first experiences with money set the tone for the emotions and motivations you attach to money, which affects the financial decisions you make. Each […]

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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