December 2015 | Year-End Planning and a Question About Our Giving Habits

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 that includes helpful hints to incorporate throughout the year as you evaluate charities.

In addition to a short piece from Carl Richards about giving. We are concluding this issue of Flourish Insights with an informative video update on the recent Federal Reserve rate increase that earned level of breathless anticipation similar to my kids waiting for Santa this year. We hope you enjoy this special time with family and friends and we look forward to seeing you in the New Year!


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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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