About Flourish Financial Life Planning

Flourish Financial Life Planning | Financial planning, Cash management, investments, risk planning, and more

You Deserve to Flourish

After years of hard work, study, and prayer, I finally learned how to flourish in my life—both personally and professionally.

Learning to flourish gave me the freedom and confidence to overcome challenges, refocus on my family’s needs, and strengthen my relationship with God. It gave me such joy to reach this point, that I became certain that He wanted me to share what I had learned with others and teach them how to flourish, too. It was a calling I couldn’t ignore.

I founded Flourish Financial Life Planning to connect women like you to your resources, to help you find financial peace-of-mind through good advice and planning, and to show you how to use what you have to flourish in your own life—financially, socially, and spiritually.

More About Me

Let’s have a conversation that’s about you…

Over the many years that I’ve helped women take hold of their finances, I’ve found that they often lack confidence about financial matters and avoid conversations about financial topics.

I believe that financial literacy can be shared with women in a way that builds you up and doesn’t talk down to you. My goal is to help you see that you don’t have to apologize for what you may not know. I’m determined to give you a level of confidence and knowledge to have any financial conversation with anyone.

Wealth is a mindset, not a number. We’ll discuss your “money mindset” before we begin planning, so that we can establish where you are on your financial path. Then, we’ll work together to change thought patterns that aren’t serving you to help you understand wealth in a completely different way—one that allows you to recover from past financial mistakes and become a good steward of the resources you have currently and those you will build as you move forward.

We’ll also talk about your personal goals, because life is more than just money. While money can help build a wealthy life, it is not the only resource to consider. Each life is different and each woman has unique values. Incorporating your unique values into your financial planning helps you feel wealthy regardless of your monetary assets.

Most importantly, when we align our faith with our financial goals, we flourish.

Flourish Financial Life Planning | Financial planning, Cash management, investments, risk planning, and more

My Values

Relationships are vital to who I am, which is why faith, family, and friends are so important to me. I live and work by a set of core principles that help me keep those relationships a priority. I am dedicated to each of these values because they provide guidance for a peaceful and productive life.

Stewardship

To live life in a way that shows respect and gratitude for the knowledge and resources that have been given to us, and to graciously share these with other women so they can do the same.

Beauty

To look for opportunities to make difficult and complex processes more beautiful and simple to understand, and to create experiences where women have the space to forgive, heal, and create their own beautiful lives.

Community

To spend time letting others get to know me, and for me to get to know them on a personal level. It is important to listen carefully and treat every person with respect and importance, regardless of their circumstances, and to let them know they matter.

Faith

To demonstrate our love for others through kindness and compassion, and to share that our worth is not determined by the resources we have, but by our Creator.

Professionalism

To be experts in our field and teach our knowledge with humility and gentleness. We must always continue to be students, as well, so that we never stop learning and growing.

How can I help you?

The financial world can be intimidating and overwhelming, so it is perfectly natural to feel some insecurity about dealing with money matters. I know what it feels like to live in a constant state of anxiety and uncertainty over decisions that others seem to make so easily, and feeling afraid and ashamed that I’ve made the wrong decisions for myself and my family.

As a certified financial planner professional, I can teach you what you need to know to achieve financial peace of mind. When we work together, I will help create a financial life plan for you to not only get your current affairs in order, but also to prepare you for a path forward that will allow your life to flourish. Before we implement any piece of your plan, however, we’ll make sure you’re completely comfortable with the path we’ve set out.

Regardless of the situation or how unusual the circumstances may be, we will work together to find the best solution for your needs. I will look out for you and your financial future as if you were one of my family members, and I will help you find opportunities to achieve success and avoid potential pitfalls. Most of all, I will be a kind and compassionate advisor who is fully there for you as a guide, a coach, a friend, and confidant.

It may seem overwhelming at first, but I will be with you every step of the way.

Flourish Financial Life Planning | Financial planning, Cash management, investments, risk planning, and more

Let’s Talk!

Whatever your financial needs, we can discuss your personal situation and how I can help you make confident decisions moving forward. Reach out by submitting this quick form and I’ll be in touch.