October 2015 | Welcome to Flourish Insights!

Welcome to Flourish Insights™ where we hope to share our views to benefit your financial well being along with selected insights from influential publications along with our partners at the BAM Alliance. In addition to wealth management and investment information, this monthly newsletter will also be our chance to share firm updates, thoughts, tools and resources that support your path to flourish!

We recently learned that our trademark registration was approved for Flourish Wealth Management®. As I formed the firm I wanted a name that resonated with the experience we seek to create for our clients. The most common definition of “Flourish” is to grow or develop in a healthy or vigorous way, especially as the result of a particularly favorable environment. I smile when I hear the word flourish inserted into everyday conversation, which happens less often than you may think. In fact, as depicted in the following graph, the term flourish has been consistently decreasing in usage for a number of years. We are here to bring Flourish back into everyday language as we work to create a memorable experience for our clients while inspiring others to establish a favorable environment for long-term success.

We have made significant investments in our technology since the inception of the firm. A new addition to the technology toolbox is a program called ShareFile that allows us to share information with each other more efficiently in a secure fashion. It also allows us to set up client portals where you can access your financial information safely and conveniently.

We also have a new scheduling tool that allows us to more effectively work with our clients to meet their changing calendars while providing time for our team to prepare all of the materials needed for a high quality meeting. The tool allows you real time access to our calendars when scheduling and creates email reminders for our appointments. For those who still like to schedule via phone or email, we are happy to accommodate.

Finally, we are in the process of expanding our office space. The good news is that the space next to ours is vacant which allows us to easily expand without moving. This is exciting news for Tyler who joined us in May and will soon be leaving our break room which conveniently served as both kitchen and an office the past few months. We will have some construction over the next few months but the impact on our work should be minimal.


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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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