Flourish: Verb /fləriSH/
To grow or develop in a healthy or vigorous way, especially as the result of a particularly favorable environment.
We are Flourish Financial Partners, and we help clients gain clarity and confidence regarding their finances. We do this by taking the time to learn about our clients and their values, discuss their goals, and create customized financial plans that align with their core beliefs and ambitions. We believe that this process is the reason our clients continue to work with us and flourish with our guidance.
Our goal is to go beyond the service level of the conventional wealth management firm and serve as a trusted team of professionals you can rely on for honest recommendations and ongoing education tailored to your questions. Through our distinctive and comprehensive approach, we aim to take your financial concerns off your plate so you can focus less on your financial challenges and more on the things that matter most to you in life. It’s our passion and the reason we help people every single day.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
These food myths will really put a drain on your wallet.
Here are five facts about Social Security that are important to keep in mind.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here's a breakdown of how the federal government spends your tax money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bucket lists don’t have to be for tomorrow.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.