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Client Centered

Flourish Financial Pathways provides financial planning, investment management and financial consulting with the goal of assisting clients with every aspect and throughout the varying stages of their financial lives. Our services organize and simplify your financial life and maximize savings and investments. To deliver efficient and affordable services, we use a wide array of Internet tools while, at the same time, providing a high level of personalized, client-focused guidance. These include online planning, financial management, and portfolio management tools. We provide flexible cost and services, by the project, by the hour, or by management fee, based on your preferences and circumstances.


In order to serve the best interests of our clients, we place a strong focus on providing personalized financial guidance. Every client is different; our goal is to implement financial strategies and customize plans that are aligned with our clients’ objectives, priorities, and values. Our commitment is in keeping our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.


Guiding our philosophy is a belief that education and understanding of one’s current financial situation is vital to successfully making prudent decisions that can impact financial well being. We strive to help clients take steps and employ strategies that in the long run create financial stability and security. Financial decisions are often made without proper perspective of how a specific action impacts other areas of one’s finances. Helping our clients establish a sound basis for evaluating options and alternatives in order to make better choices is part of a collaborative effort in helping them fulfill life plans. Having an authentic concern for our client’s long term financial goals is the key to building productive relationships. This focus on client relationships, rather than transactions, is evident in the long-term client relationships and referrals that fuel the success of our company.