Using ‘Compass Goals’ to Achieve More in the New Year

If the idea of goal setting makes you feel anxious or think of past failures, it may be because you’ve been setting the wrong kind of goals. Kathy Longo, CFP®, CAP®, CDFA® Our goals should inspire and motivate us, leaving us with a sense of hope for the future. But if you’re feeling haunted by past […]

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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