Q3 2022 Quarterly Newsletter

Q3 2022 thumb

News From Flourish Happy Fall! We are enjoying the leaves changing and crisp mornings after a very busy and very HOT summer. We have much to celebrate this quarter and I am excited to share some of our recent news. You probably saw the email and social posts celebrating TWO YEARS of the Flourish Financially Podcast and Flourish […]

The Wheel of Life and Achieving Balance

working mom

What does it mean to live a full and balanced life? A truly rich life – literally and figuratively? The literal aspect of the question is something that I focus on daily as a financial planner. I enjoy helping people identify the ways in which their hard-earned money can help them achieve their financial and […]

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