Michele Lenz Attends the UW Madison – Financial Coaching Workshop

Helping Clients Reach Their Goals Through Financial Coaching Workshop

05 2019 michelelenzworkshop

This event was sponsored by the Personal Finance Program and the Center for Financial Security through the UW Madison School of Human Ecology. This workshop was designed to increase financial professionals’ understanding of coaching theories & skills, recognize the role of values & motivations, and identify applications in professional practice.  There was also a structured networking lunch for current Personal Finance students and the workshop attendees to share their financial planning experiences during and after graduation.

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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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