Friends and Finances DO Mix: Here’s Why

friends talking and laughing min

The following article is based on the content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here. If you grew up with the understanding that it’s inappropriate to talk about money in social settings, you’re not alone. A full 70 percent of people shy away […]

Episode 25: Charitable Giving

If a money value you hold dear is the ability to support causes and organizations that are meaningful to you, use these six tips to get the most out of your giving. Charitable giving is a very personal decision, and two-thirds of Americans give money to a charitable organization annually. If giving back is a […]

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