Clients
Becoming a Client
Flourish Wealth Management partners with individuals & families who:
- Value objectivity, professionalism, expertise and experience
- Strive to find meaning and purpose in their wealth
- Aspire to accomplish their goals and dreams
- Desire a balanced perspective
- Plan for a long-term partnership
- Seek a money management advocate and sounding board for life's many transitions
“At Flourish, we understand that money is about so much more than dollars and cents. It’s about your family, your values, and your emotions, too.”
Flourish serves a dedicated group of clients through highly personal relationships. We listen. We ask the right questions. Taking the time to learn all the important details of life, including aspirations, values and passions, we can skillfully integrate all available resources to create expertly tailored planning. It is a place to Flourish!
Flourish Wealth Management is an independent, fee-only, boutique wealth management firm located in Edina, MN that provides hands-on expertise focused solely on the best interest of each client. Our proactive approach integrates industry-leading financial solutions as well as new and innovative strategies. We will discern all possibilities and advise the most advantageous course of action, allowing our clients to focus confidently on what matters most. At Flourish, our trusted advisors help ensure preparation for the future – no matter what it brings.
Our Professional Affiliations
At Flourish Wealth Management we want to learn about you! It’s helpful to start with a phone call where we can learn about your goals and share how a wealth management relationship can help you achieve those goals.
During this call, we can determine a convenient time for you to schedule your Discovery Meeting which is the opportunity to learn more about each other and work on determining whether Flourish Wealth Management can assist you in achieving your financial goals.
This Discovery Meeting is focused on learning all about your life, so we can fully understand your goals. This is where we ask vital questions about values, interests, principal relationships, primary advisors, and overall financial resources. We will explore the transitions that you are currently experiencing and those you anticipate in the future.
Flourish Wealth Management is an independent, fee-only, boutique wealth management firm located in Edina, MN that provides hands-on expertise focused solely on the best interest of each client.
Our proactive approach integrates industry-leading financial solutions as well as new and innovative strategies. We will discern all possibilities and advise the most advantageous course of action, allowing our clients to focus confidently on what matters most. At Flourish, our trusted advisors help ensure preparation for the future – no matter what it brings.
From here we would share a proposal on how we might work together. Anticipating that we are a good fit as a trusted advisor, we would enter into an Advisory Agreement and work towards The Flourish Experience™ where we listen, ask thought-provoking questions that discover the emotions, unique history, fears and behaviors that form one’s money beliefs. With this knowledge, we collaborate to align values and priorities, establish meaningful financial and life goals, and maximize both personal and financial resources so our clients can live the best possible life.
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