Flourish Advice and Inspiration
Much of my professional effort goes toward educating my clients on financial matters. I hope to remove the mystery and fear around managing their finances, build confidence and connection to their resources, and show them how to master their wealth to build a life that flourishes and gives back. The following articles are various thoughts and ideas designed to change old thought patterns and get you thinking about your resources and goals along Your Path to Flourish.
A More Peaceful Tax Season: Seeing Your Documents as a Story
A More Peaceful Tax Season Tax season has a reputation for being stressful, tedious, and overwhelming. Most people brace themselves for it — the paperwork, the deadlines, the fear of missing something. But for me, tax season has always carried a different kind of...
Overcoming Paperwork Overwhelm: A Story About Starting Again
Understanding the Hidden Weight Behind Financial Paperwork There’s a particular kind of overwhelm that doesn’t shout. It sits quietly in drawers, file boxes, and the back of a study. Even when we’re not actively dealing with it, we feel its weight — the mental space...
Planning, Presence, and Productivity
Planning for a Productive Day Today, I was genuinely excited to have nothing on my calendar pulling me out of town. It was a rare quiet day to write and reflect on the values‑based financial planning work I do, especially for women in complex seasons. It felt like...
Tracking What Matters: From Budget to Blessings
Meet Maria (and Goldie.) Maria, a retired teacher and grandmother of five, came to Flourish Financial Life Planning feeling uncertain. She had enough to live on, but the noise of comparison and fear had crept in. “I just want to be wise,” she said. “Not anxious. Not...
Financial Recovery After Divorce – A Look Back
Meet Laurie. One October morning, Laurie wakes up to the sound of birds outside her window. For a moment she takes in the stillness and peace in her quiet apartment. She reflects on how the space is filled with music she likes, meals she enjoys cooking, and the...
Alison and Alan — A Daughter & Dad Navigating Important Healthcare Decisions
Meet Alison- A Flourishing Woman. Alison knew that at some point she would become a more active caregiver for her dad, Alan. So, when Alan suffered a mild stroke, she stepped in to help manage his finances. After some heartfelt conversations, the two decided it was...
Diane’s Financial Reset – A Story of Faith, Clarity, and New Dreams
At 65, Diane’s financial reset helped her realign her money with her faith, dreams, and values. From travel goals to supporting her grandchildren, she found peace and confidence through reflection and planning. Discover how a financial reset can help women of faith create a flourishing life of clarity, purpose, and confidence.
5 Characteristics of Wealthy Women – Part 2
Discover how Hazel and Jan redefine what it means to be a wealthy woman. Through their stories, learn how confidence, willingness to learn, and generosity shape true financial peace. Part 2 of our series explores wealth beyond the bank account—rooted in values, faith, and purpose.
Skepticism isn’t Cynicism – It’s Wisdom
Elder Abuse Awareness June is Elder Abuse Awareness month. It is not one of those occasions that gets a lot of publicity. But as a caregiver I can tell you the threat is always present around seniors and the elderly. We need to be on alert all year in order to...
5 Characteristics of Wealthy Women
What is wealth? The Oxford dictionary describes wealth as…. an abundance of valuable possessions or money. If wealth is only possessions and money, why do so many women with lots of this kind of “wealth” feel they live in scarcity? Why do some women with very little...
Golden Moments: A Legacy of Love
Last year I shared a story about an unconventional inheritance my mom gave me. If you missed it, you could read it here and then re-join me for the rest of the story. After I wrote this, I printed it out and took it to my mom, thinking she might want to read it since...
Control What You Can Control
A Family Trip and a Financial Lesson You may know that my family just returned from a two-week trip to Denmark, Sweden, and Germany. We had a wonderful trip! We don’t normally do stuff like this. We are more weekend travelers, but the opportunity came that we could...
An Inheritance of Flowers
An inheritance from my mom For a few years, I have wanted to write about the inheritance I received from my mom on Mother's Day. I realize it is not Mother's Day, but it is never too late to celebrate! First, mom is still living which makes this hard to write about...
A Wealth of Knowledge
Financial Literacy Financial literacy is something I embraced from an early point in my career. Even as a teller at a large credit union, I loved giving clients a little more knowledge about their money or how the banking system worked. Not only is knowledge power...
Tax season has come and gone…
...and all taxpayers take a big sigh of relief! Whether you file your own taxes or have them prepared, whether you have to pay or you are getting money back, there’s no doubt that we are all happy once April 15th ends. Money is definitely on the brain this time of...
Making the world a better place…
...one investment at a time. Earlier I wrote about values-based planning, where a client’s values are a top consideration when planning. This month I would like to dive a little deeper and discuss the concept of Values Based investing. You may have heard the term...
Flourishing at any Phase
Caregiving and care receiving can be stressful for all involved. Sometimes you must do something just for fun or the amount of decision-making can get overwhelming. My mom, sister and I have started doing a little craft every other month. It is a great time for us...
Values-based Planning for What Matters to You
What is Values-based planning? Values based planning includes all the traditional financial planning topics you need to address for a thorough financial plan such as cash management, investments, savings, and other complex planning areas. But, in a values-based plan,...
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