Let's Write the Next Chapter in Your Money Story.
At our core, we prioritize the essential aspects of personal and financial wealth, helping our clients gain confidence in reaching their greatest aspirations.
Engage. Empower. Flourish.
We integrate the personal and technical sides of money to help you achieve your financial goals and your personal aspirations. Take the first step toward financial freedom.
Clarity. Confidence. Financial Empowerment.
Flourish Wealth Management specializes in crafting financial plans that harmonize your values, goals, and resources. Join us on a path to fulfillment and success.
Financial Empowerment for All Life's Goals
We believe that the right financial plan goes beyond money – it reflects what you truly value and leads to fulfillment.
We recognize that each client is unique, and our approach centers on providing personalized wealth management and investment solutions that align with your values and goals. Taking the time to understand your aspirations, resources, and dreams, we combine this knowledge with our expertise to create exciting possibilities for your future.
Let’s embark on this journey together – a place where you can truly Flourish!
What We Offer
We align goals and financial resources to provide confidence and peace of mind. Our services work together to help our clients move toward their financial goals as part of the Flourish Experience™.
Aligning Assets & Values
We focus on what is most important as we align the critical components of personal and financial wealth, so that our clients enjoy a greater sense of confidence in their ability to achieve their highest aspirations.
EQ + IQ = Wealth
EQ + IQ = Wealth
We ask thought-provoking questions that discover the emotions, unique history, fears, and behaviors that form one’s money beliefs to maximize both personal and financial resources so our clients can live the best possible life.
Meaningful Money Conversations
Meaningful Money Conversations
We have collaborative, necessary, and sometimes uncomfortable conversations with our clients and the key people in their lives so they can make the best financial decisions.
Expertise in Transitions
Expertise in Transitions
We help individuals and their families successfully navigate the many planned and unexpected transitions in life, including inheritance, divorce, death, and retirement.
Planning is not a one-time endeavor, but rather an ongoing process and partnership customized to meet life’s changes.
Meet our exceptional team of dedicated professionals who are fully committed to assisting you in realizing your financial aspirations.
Flourish Financially: Values, Transitions, and Big Conversations
The right financial plan isn’t just about the money—it is a reflection of what you value most, and it’s a path to fulfillment. Flourish Financially will help you start productive conversations about money with those closest to you in order to create a plan that is best for everyone.
Flourish Perspectives
Learn more about Flourish through our thought leadership and perspectives with tools and resources that guide your path to Flourish!
The Value of Making Thoughtful and Informed Choices in Your Financial Strategy
When it comes to building a financial life that reflects your goals and values, every decision matters. From how you approach investing to the way...
How to Catch Up on Retirement Savings: Strategies for Late Starters
If you’ve reached your 40s or 50s and feel like you’re behind on saving for retirement, you’re not alone. Many people find themselves in the...
Navigating Catch-Up Contributions: Retirement Savings After Age 50
Planning for retirement often feels like a marathon, not a sprint. For many people, the years leading up to age 50 are filled with juggling...
The Financial Side of Aging: Preparing for Long-Term Care Costs
Aging is part of life, but the financial side of aging often catches families off guard. While many people plan for retirement income, travel, or...
Balancing Enjoyment and Longevity: Managing Finances for a Lasting Retirement
Retirement opens the door to a new chapter, one that offers the freedom to design your days, spend more time with family, and pursue long-delayed...
Smart Strategies to Consider for Building Wealth Over Time
When it comes to personal finances, building wealth over time isn’t about one big decision or a single turning point. Instead, it’s about creating a...
Flourish Podcasts
Whether you’re looking to improve your financial literacy, gain investment wisdom, or learn how to navigate economic uncertainties, our financial podcasts serve as an accessible and convenient resource, empowering individuals to make informed decisions and build a solid financial foundation for the future.
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
It's never too late to take the first step or get a second opinion.
We offer a complimentary “Get Acquainted” call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.
