Q4 2022 Quarterly Newsletter

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News From Flourish

Happy New Year! We hope that your holiday season was spent with those you love and that your 2023 is off to a good start. We are looking forward to a new year with new beginnings and a refreshed sense of purpose and meaningfulness in the service and support we offer to our clients.

We are celebrating our updated office space.  With our recent lease renewal we had an opportunity to refresh our space. Our new space turned out beautiful and has plenty of room for team collaboration and space to meet with our clients who prefer an in-person option. We continue to work in a hybrid environment with a couple of days in the office each week and the other days working remote.

Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay Pluimer, our Director of Investments, has recently completed the CFA Institute Certificate in ESG Investing. Earning this Certificate will enhance Jay’s ability to analyze and integrate material ESG factors into his role as an investment professional.

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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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