In some circles, there is a lingering feeling that women take a backseat when it comes to finance, but this couldn’t be further from the truth.

Women’s wealth and their ability to make money are growing faster than ever. Unfortunately, two big issues remain in financial services: (1) many women don’t feel heard or part of the financial conversation, and (2) the majority of financial planners don’t engage in the bigger-picture purpose for the dollars. So, what’s a woman to do? It’s important to be intentional with your financial planning, and it all begins with building confidence.

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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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