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.

We share a number of different charts and graphics during client meetings, so we are adding a monthly Investment Update Blog to capture the lessons and context provided by these slides for clients that we have not met with recently. For example, there are a few Market Update Slides that

It’s that time of year when new high school graduates are celebrating, and many are preparing to move away to college. It can be a very hopeful and exciting time, but it’s also bittersweet – and sometimes downright worrisome – for parents. I remember what it felt like when

In some ways, women are more financially empowered than ever before. They control 33% of household wealth – or $10 trillion – and that number is expected to rise to $30 trillion in the next three to five years. However, I still see many women caught up in common financial

If you’ve ever wished that you could completely skip sleeping and use all 24 hours of each day for productivity, chances are you’re a working mom! I can remember many times, especially when my children were very young, that I simply knew there were not enough hours in the day

If you’re helping to care for your aging parents – or concerned that you might need to get directly involved in their affairs as they get older – this article is for you. This article will share ways to approach financial conversations that can be difficult to have, and yet

Starting a business can be a rewarding and fulfilling endeavor – I know from personal experience! Of course, I also know that entrepreneurs face many challenges, and that includes important aspects of financial planning. Below, I’ll review some financial planning guidance for women who are considering starting their own

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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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