Q4 2020 Quarterly Newsletter

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News From Flourish

We made it through 2020! And we all deserve a feather in our caps just for that. This last year has been the most tumultuous in recent memory, if not ever, and while it came with its share of challenges there have also been some things to celebrate or, at least, reflect upon and appreciate.

For me, it has been a joy to have my family around more often and the addition of our puppy, Sunny, has brought levity in a time of gloom. The addition of three new employees, Joey, Kate, and Grant, has been wonderful for my firm, our clients and has enabled each member of our team to devote more time and energy to the things we love to focus on professionally and personally. We have added new ways of communicating with our clients and others who value our thoughts and perspectives with the introduction of the Flourish Financially Challenge and Flourish Insights. Please have a listen and subscribe on Apple podcasts, your Alexa device, or wherever you get your podcasts. This project has been rewarding and a learning experience for Jay and myself and we hope you are enjoying it as well. If you wouldn’t mind, we would love it if you would take a moment to rate the podcasts and leave a review. Your review will help us expand our audience and our reach.

In this Quarter’s newsletter, I am sharing an article on growing your financial confidence for the coming year and all of the years ahead. The start of a year is a time for new beginnings and, perhaps, this year it will be more important than ever to find an inner strength to endure and persevere through the turmoil that we have little or no control over. I am grateful for all of the clients, colleagues, and friends who have helped me to continue to grow, work, and be my best self in a time when it’s not always easy. I am hopeful that this year will bring a safer, healthier, happier, and more prosperous chapter to each and everyone’s lives.

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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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