As the snow melts and signs of spring start to bloom, we’re reminded of the fresh opportunities this season can bring—not only for our gardens but also for our financial lives. At Flourish, we’re embracing this season of renewal with a focus on clarity, growth, and purpose.
This quarter, we’re excited to spotlight our colleague Grant Schaffer, who brings both heart and expertise to his volunteer work with Helping Paws, an organization that trains assistance dogs for individuals with disabilities. Grant serves on the Helping Paws Finance Committee, lending his investment and planning expertise to help guide the organization’s long-term sustainability. Outside of committee meetings (held virtually), he’s also helping his dog Phyllis train for her Canine Good Citizen certification—a big step toward becoming a therapy dog. We’re inspired by Grant’s commitment to making a difference, both at work and in the community.
April is Financial Literacy Month, and our featured article, “Financial Literacy Month: Tips to Strengthen Your Money Mindset,” is designed to help you develop healthy financial habits, build confidence, and approach your financial journey with intention. Whether you’re planning your next big milestone or simply want to feel more empowered in your day-to-day decisions, we hope you’ll find actionable insights in this quarter’s piece.
Finally, our Director of Investments, Jay Pluimer, shares his perspective in the latest market commentary, including how shifting tariffs and recent market swings are influencing the broader economic picture. Jay’s analysis will help you better understand the forces at play and how we continue to navigate them with your long-term success in mind.
We hope you enjoy this edition of our quarterly newsletter and wish you a season filled with momentum and meaning.
Q1 2025 Quarterly Newsletter
Kathy Longo, CFP®, CAP®, CDFA
Tuesday, April 15, 2025
As the snow melts and signs of spring start to bloom, we’re reminded of the fresh opportunities this season can bring—not only for our gardens but also for our financial lives. At Flourish, we’re embracing this season of renewal with a focus on clarity, growth, and purpose.
This quarter, we’re excited to spotlight our colleague Grant Schaffer, who brings both heart and expertise to his volunteer work with Helping Paws, an organization that trains assistance dogs for individuals with disabilities. Grant serves on the Helping Paws Finance Committee, lending his investment and planning expertise to help guide the organization’s long-term sustainability. Outside of committee meetings (held virtually), he’s also helping his dog Phyllis train for her Canine Good Citizen certification—a big step toward becoming a therapy dog. We’re inspired by Grant’s commitment to making a difference, both at work and in the community.
April is Financial Literacy Month, and our featured article, “Financial Literacy Month: Tips to Strengthen Your Money Mindset,” is designed to help you develop healthy financial habits, build confidence, and approach your financial journey with intention. Whether you’re planning your next big milestone or simply want to feel more empowered in your day-to-day decisions, we hope you’ll find actionable insights in this quarter’s piece.
Finally, our Director of Investments, Jay Pluimer, shares his perspective in the latest market commentary, including how shifting tariffs and recent market swings are influencing the broader economic picture. Jay’s analysis will help you better understand the forces at play and how we continue to navigate them with your long-term success in mind.
We hope you enjoy this edition of our quarterly newsletter and wish you a season filled with momentum and meaning.
CONTINUE READING
Flourish Wealth Management
Share This Post
Subscribe To Our Newsletter
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
When Career Complacency Affects Your Financial Future (and What to Do About It)
Most of us spend a significant portion of our lives at work. Over time, it’s natural to settle into routines, become comfortable in our roles,...
Integrating Purpose into Portfolios: A Practical Guide to Values-Based Investing
For many people, investing begins with practical questions. How much should I save? How should I diversify? Am I on track to meet my long-term...
Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values
It’s easy to think about investing as a numbers game. Market returns, account balances, and performance headlines often dominate the conversation, making it seem as...
Raising Financially Confident Kids: Conversations That Shape Lifelong Habits
When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important, some...
Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity
Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....
From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision
We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...