Thursday, 08 November 2018
We are thrilled to welcome our new Wealth Manager, Nicole Swanson! After starting her career at Merrill Lynch in Madison, Nicole moved to Minneapolis in 2018 to join the team at Flourish Wealth Management. She loves working with clients and is excited to work at a boutique firm like Flourish, in a team environment that utilizes a broad array of financial tools and technology.
Wednesday, 15 August 2018
Michele Lenz joined the team at Flourish Wealth Management in late 2017 as Wealth Manager, working to directly support clients as they build long-term plans for the future. She graduated from the University of Wisconsin Madison with a Bachelor of Science in Personal Finance. Michele has remained dedicated to growing her financial planning knowledge and developing tools to support our clients. It is an impressive accomplishment to become a CFP® practitioner, adds a lot of value to our team, and we want to share some of Michele’s journey.
When approaching retirement, getting your finances organized is one of the first steps you should take.
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 28 June 2018
Getting a clear financial picture can help ease the transition into retirement because, at the very least, you’ll know what accounts you will be drawing from, where they are being managed, how your investments can continue to generate income for you, and what tax liabilities they may impose. It requires discipline and clarity to keep your finances organized before and during retirement.
Wednesday, 30 May 2018
Kathy Longo has been asked to speak at the Partners in Equity Series presented by The Women's Foundation of Minnesota.
On August 21st, at the Multigenerational Giving and Donor Advised Funds event, Kathy will present and share insights and themes from her new book: Flourish Financially: Values, Transitions, and Big Conversations.
Monday, 30 April 2018
We are thrilled to welcome our new Client Services Manager Michelle White! After many years of working in the investment industry, Michelle is excited to be on the team at Flourish where she has the opportunity to work at a female-owned firm with a focus on Women In Wealth.
Click here to learn more about Michelle