When You Can No Longer Be The Family Caretaker: 5 Steps

woman caring wheelchair

When we are young, it seems we and our parents will live forever. We don’t tend to spend much time on the harsh realities of what living a long life entails. Now, a lot of people are getting firsthand experience with the challenges of caring for elderly parents. 10% of adults aged 60-70 are caretakers […]

Michele Lenz Completes Fundamentals of Financial Life Planning training with MoneyQuotient

Michele Lenz recently attended the Fundamentals of Financial Life Planning training with MoneyQuotient.  This non-profit organization provides tools to financial planners to help engage clients and align their financial goals with their life goals. Flourish has integrated these tools into our financial planning process and it was time for Michele to go through the comprehensive three-day training. […]

Having It All: Being a Great Mom and Having a Successful Career

working mom daughter

That’s because there are only 24 hours in a day and some of those are supposed to be earmarked for sleep (though with little ones or teenagers in the house that often proves a challenge). The reality is that you can have it all, you just need to reconfigure what all actually means. We are bombarded on […]

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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