Q1 2025 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA Tuesday, April 15, 2025 As the snow melts and signs of spring start to bloom, we’re reminded of the fresh opportunities this season can bring—not only for our gardens but also for our financial lives. At Flourish, we’re embracing this season of renewal with a focus on clarity, growth, and purpose. This quarter, we’re excited to spotlight our colleague Grant Schaffer, who brings both heart and expertise to his volunteer work with Helping Paws, an organization that trains assistance dogs for individuals with disabilities. Grant serves on the Helping Paws Finance Committee, lending his […]
