How We Spend Our Time: Dissecting Your Wheel of Life

image from rawpixel id 385073 jpeg

It’s one of the first principles I present to clients when we dive into financial planning. Before we can make plans for the future as well as adjustments to the present, we need to understand what your personal “Wheel of Life” consists of. The Wheel of Life represents nine core areas where we typically spend […]

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!

Skip to content