Q4 2023 Quarterly Newsletter

I’m delighted to announce that as we step into the New Year, Flourish Wealth Management is celebrating its 10th anniversary! In 2014 I decided to step out on my own and launch Flourish Wealth Management with a commitment to always prioritize a personal approach to financial planning. This year, we’re giving back to the community as a show of gratitude for our success and prosperity. Our year-long celebration includes team events, special podcast episodes, and a service project.

I believe that the root of success for Flourish over the last decade stems from a commitment to meaningful actions and positive change. This initiative not only marks our decade in business but also reaffirms our mission: empowering women and families through values-based financial planning and money conversations. I’m deeply grateful to our clients for their trust over these ten years and excited about what the New Year holds for us. We will send out invitations and reminders as the event dates draw nearer. Thank you!

CONTINUE READING