By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 11 April 2019
News from Flourish
Despite the mid-April cold snap and the fact that Jay was out shoveling snow while I was finishing up this newsletter, Spring has sprung here at Flourish Wealth Management and we are certainly grateful for it! With many milestones, news features, events and professional development experiences to share, it is hard to know where to begin. Along with the recent launch of our new website, we have rolled out quite a few professional initiatives to help the Flourish Team maximize our strengths and work together effectively. We were fortunate to have a colleague and friend guide us through the Clifton StrengthsFinder process in order to help each member of the Flourish Team discover their greatest natural talents and explore how we can most effectively integrate those strengths as a team to accomplish our shared goals.
We will celebrate our 5 year anniversary on April 16th and it has given me pause to reflect on how much has been accomplished in these past five years. I am proud of the growth of Flourish Wealth Management, grateful for the growth that I have experienced as a leader, and incredibly appreciative of the client and professional relationships we have developed. This has been a great opportunity to Flourish!
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 15 January 2019
News from Flourish
The final quarter of 2018, as well as the entire year, has been a whirlwind of excitement and professional growth for the Flourish team. Our newest team member, Nicole Swanson, joined us at the beginning of November and we are grateful for her contributions in her role as Wealth Manager, her passion and dedication to servicing our clients, and for moving from Madison to join us here in Edina. Thanks, Nicole!
Michele Lenz joined us toward the end of 2017 and through hard work and perseverance earned the CFP® designation in August of 2018. And Michelle White joined us in April 2018 as Client Services Manager and has proved to be an invaluable addition to our little family, leading our custodian relationships and supporting our compliance process which is always top of mind in a wealth management firm. We have received wonderful feedback from our clients about our growing team and we look forward to continuing to provide high-quality services in the coming year.
Meet the Passionate Duo Donning Orange Ties in the Fight for Early Childhood Education
Friday, 11 January 2019
Jay Pluimer recently sat down at the kid's table to have a talk with YWCA Minneapolis about his work with Mike O'Keefe as co-chairs of YWCA giving circle. Jay's signature effort, Circle of Men, first formed to support the fundraising event Circle of Women, has recently expanded its efforts to help make high-quality Early Childhood Education more accessible to all through philanthropy and advocacy.
By Kathy Longo, CFP®, CAP®, CDFA
Tuesday, 16 October 2018
News from Flourish
On behalf of the entire team at Flourish Wealth Management, we want to thank all of the supporters who attended the book launch party in Edina on September 17th. It was wonderful to see so many familiar faces in the audience and share the excitement of the evening with everyone. I have also received supportive e-mails and calls from people that couldn’t attend the event, along with some positive comments about Flourish Financially. I have often compared the process of writing a book to having a baby, and based on the early feedback and support it looks like me and my “baby” are making some positive first steps.
The book launch party wrapped up a busy couple of months as summer came to a rapid conclusion in Minnesota. We share some stories about the book in the pages below along with market comments and other updates.
