Flourish Blog

From budgeting and saving strategies to tax planning and risk management, we’re dedicated to equipping you with the knowledge and tools you need to achieve financial success. Join us on this journey toward financial freedom and take control of your financial future.

A few years ago, my Mom was diagnosed with Stage 4 Hodgkin’s Lymphoma Cancer, which prompted some quick changes in our family as we were not prepared for a medical crisis.  The first priority was to find the best medical care possible, meaning a sudden move from her cabin life

The first decision many of us made at the beginning of the month was whether or not we truly want to stick with our New Years’ Resolutions. Like many decisions, sticking to those resolutions becomes harder over time and hopefully you have been able to keep some of the good

January is a good time to reflect on your financial goals and the investment plan you have designed to meet those goals.  The past few weeks have been rocky for the equity markets, to say the least, and we want to proactively share helpful market insights to balance some of the

This month’s Flourish Insights includes our recent blog focusing on essential questions to ask your aging parents along with a few articles about understanding the decision-making process. We hope the combination of this information will provide helpful perspective as we remain focused on your long-term financial goals. READ MORE

Greetings!  We hope you enjoyed your holidays and are ready for a successful 2016.  If you have been following the markets, or paying attention to any of the daily news outlets, then you know that investors have continued to experience volatility during a poor beginning for the New Year. A variety

Welcome to an abbreviated Flourish Insights this month as we focus on year-end planning and prepare for new successes in 2016. Although there are many commitments competing for your time and attention during the Holiday season, we want to share our company blog on ways to maximize your giving plan

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Flourish Financially:

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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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