Q3 2019 Quarterly Newsletter

News from Flourish Autumn is in full swing and the change of seasons and chilling of the air brings about cinnamon smells, football, and cozy nights by the fire–for that we are grateful. In the last three months we have had some wonderful things to celebrate! Kathy Longo was named one of Investopedia’s Top Financial Advisors […]

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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