Avoid Investor Complacency

In periods of higher market volatility, like we’re experiencing now, it’s important for investors to avoid becoming complacent and to have plans in place for inevitable market dips. In our last episode, we discussed expectations for 2022 – including higher volatility than we’ve seen in the last few years. We’re seeing it already, so this […]

Merging Finances as a Couple: Three Options for Success

Merging Finances as a Couple Three Options for Success

Your money can feel like a very personal matter. Our behaviors and motivations around money are unique to us, encompassing our upbringing, experiences, and current situation in life. This can make merging finances as a couple a complicated process if it’s not approached in a thoughtful and intentional manner. If you and your significant other […]

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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