News from Flourish
Happy Summer! And what a busy one it has been so far. I just returned from a family trip to Guatemala where we were able to roast marshmallows over the heat of an active volcano, return to the birthplace of my two youngest children, Fernando and Grace, and visit with the now-grown children that we had the opportunity to sponsor in an effort to foster educational opportunities for the underprivileged youth of Guatemala. It was an enriching and emotional journey!
Our staff engaged in a good deal of professional development during the last quarter. Michele Lenz completed the Fundamentals of Financial Life Planning training program with MoneyQuotient, and she also attended the University of Wisconsin-Madison Financial Coaching workshop designed to increase financial professionals’ understanding of coaching theories and skills, recognize the role of values and motivations, and identify applications in professional practice. In addition, we welcomed our new Client Services Manager, Shelly Fayard-Rerat. To learn more about Shelly’s background and experience you can visit her bio page on our website.
We will be sharing two articles this quarter. The first discusses the challenges that women face at different stages of their lives when they are experiencing financial transitions, and what can be done in the present to help mitigate the impact they can have on your life in the future. If you find that this article will be valuable to a person you care about please don’t hesitate to share it with them. In addition, Jay Pluimer shares his quarterly market commentary. I hope your summer is filled with laughter, love, and barbeques. If you have memorable experiences you’d like to share with us please post them to our Facebook page. We’d love to see your summer adventures!