Financial Planning Tips (and Traps) for Female Executives

business woman min

After many years in financial services – a business still highly dominated by men – it’s become clear to me that many financial advisors do a disservice to women. They make assumptions, for instance, that women are uninterested in finance – or worse, that they are uneducated about money matters. In my own experience, my […]

Episode 40: Money & Your Values

If you’re unsure whether your financial decisions are in line with your values, it may be time to do a “values check.” Money decisions are about much more than dollars and cents – they are about your core values and how they impact your financial planning and decision-making. Unfortunately, many people experience disharmony between their […]

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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