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 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,...
The Story behind Flourish Financial Life Planning
Flourish. A few years ago, I felt like God put this word on my heart. I didn’t know exactly what to do with it at the time, but I held on to it. Occasionally, I would think of different ways to use it professionally or creatively. But mainly I just kept it. I...
How to Choose a Financial Advisor
One of the most important things you can do to move toward a flourishing financial life is to build a relationship with a trusted financial advisor. The relationship between a client and an advisor can last for a lifetime, sometimes extending to a second or third...
5 Simple Ideas Toward Financial Peace
In my experience, financial peace is not so much a destination as it is a journey. As we grow and life brings us challenges, the way in which we find financial peace may change. A few practical steps can help us achieve greater peace, no matter where we are in...
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.
