Financial Planners to Donate $25,000 25th Anniversary
“Finding true community in our industry – both through the Goddesses of Financial Planning and the FPA MN – has been invaluable as my business evolves,” said member Lauri Salverda, owner of Castle Rock Financial Planning. “With our donation to the Center for Financial Planning, our group hopes we can help aspiring planners find the same support as they begin their careers.” Approximately 23% of certified financial planners in the U.S. are women and less than 3.5% are black or Latino. The Certified Financial Planner Board of Standards (CFP Board)’s Center for Financial Planning initiative is working to attract, […]
Kathy Longo Among Group of Female Financial Planners to Ring in 25th Anniversary With $25,000 Donation
“Finding true community in our industry – both through the Goddesses of Financial Planning and the FPA MN – has been invaluable as my business evolves,” said member Lauri Salverda, owner of Castle Rock Financial Planning. “With our donation to the Center for Financial Planning, our group hopes we can help aspiring planners find the same support as they begin their careers.” Approximately 23% of certified financial planners in the U.S. are women and less than 3.5% are black or Latino. The Certified Financial Planner Board of Standards (CFP Board)’s Center for Financial Planning initiative is working to attract, […]
Expect the Unexpected: Marriage, Divorce and Your Finances
Transitions: Life is full of them, isn’t it? Some are the happy kind, like a new marriage, while others are the incredibly challenging and emotional kind, like divorce. What do they have in common? Oftentimes, though you may think you know exactly what you’re getting into, life throws you curveballs. Much of the time, these life transitions are the result of deliberate decisions, but they can also be entirely unexpected. I’ve been through a few of these myself and I’ve also made efforts to help many clients through them over the years. Below, I provide a helpful perspective for […]
Flourish Ranked in the top 100 Wealth Management Blogs on Feedspot!
I am thrilled to announce that Flourish Wealth Management made it to number 18 on Feedspot’s Top 100 Wealth Management Websites & Blogs! Thank you for all of your support, we work hard to bring your relevant and informative content to help you make the best financial decisions for your situation. VIEW THE LIST
