Flourish Financial Planning

The Uncommon Average: You can't expect to have the average investment return every year. https://videos.dimensional.com/share/v/1_2idj106p

Want to view all of your financial accounts in one place? Check out our free online portal: https://www.flourish-fp.com/rc.html

guides, tools, and answers at your disposal for your life. ow.ly/EzBB50wtqIt

With great power comes great responsibility. Wealth is very powerful. You can think of it like fire. It can be extremely useful and good, but it also can hurt and burn when it is out of control or used incorrectly.

The dangers of wealth fall into two categories: financial and relational.

Should You Go at It Alone? — Christian Financial Advisors Network Money is a powerful, yet dangerous tool. If stewarded well, it can be used to fund great, eternal purposes, but it can just as easily lead to false idols. Through community and accountability in our personal financial situation we can break the power of money over our lives and better direct our wea

Stewardship for the Joy of the Owner - You always steward something on behalf of someone else (the owner). The Bible is clear about who that owner is. Psalm 24 says, "The earth is the LORD's and the fullness thereof, the world and those who dwell therein."

What is Biblical Stewardship? — Christian Financial Advisors Network When the church (or any group of believers) discusses the intersection of God and money, our role is most commonly conveyed as stewardship. In the rare instance of Christians discussing money with one another, it is almost inevitable that someone will mention, "I want to be a good steward wit

There are six “T” decisions that make up the wealth transfer process: Transfer, Treatment, Timing, Title, Tools/Techniques, Talk.

Choosing and Preparing the Next Steward: A Christian View of Wealth Transfer — Christian Financial Advisors Network As stewards of what God has given us, it’s our responsibility to manage our finances for the will of the owner. Scripture tells us in Psalms 24:1 that “The earth is the Lord’s and everything in it, the world and all who live in it(NIV).” Thus, the owner of all that we have is God.

Want to make sure you are on the right track, financially? Our hourly financial planning services might be a great place to start! Fee-only (no product sales) advice from a CERTIFIED FINANCIAL PLANNER™. https://www.flourish-fp.com/hourly-financial-planning.html

There are all sorts of financial professionals out there. Make sure you know who you are working with and why.

Here's a good nerdwallet article on what to look for:

Types of Financial Advisors - NerdWallet Know the differences among financial advisors, investment advisors, financial planners, consultants, brokers, portfolio managers, wealth advisors and others.

At Flourish Financial Planning, we also offer Biblically Responsible Investing for clients who want their portfolios to reflect their faith.

BRI is about aligning where your money is invested with who God has called you to be. It's about stewardship at every level of your financial life.

If this is something you have been curious about, we would love to talk.

What Does a Biblical Investment Portfolio Look Like? — Christian Financial Advisors Network In God's word we find wisdom. James 1:5 (ESV) says, "If any of you lacks wisdom, let him ask God, who gives generously to all without reproach, and it will be given." His word reveals Himself leading us to worship Him, and His word reveals how He intended us to live a flourishing life. W

We serve our clients alongside Master Plan Tax Solutions, giving families a fully coordinated financial and tax planning experience.

Your financial planner and your tax preparer working together means nothing falls through the cracks. From Roth conversions to year-end tax projections, we work as one team.

It is part of how we strive to serve with excellence at Flourish Financial Planning.

Financial Planning Services Flourish Financial Planning does not limit services to only high net-worth individuals. We want to empower all people to connect their finances to what brings them joy. Our services include financial planning, tax preparation, and investment management