Flourish Wealth Management?

Your biggest financial goals are achievable through small, consistent steps. #flourishfinancially #moneygoals #womenandmoney

Grant Shaffer, an Associate Wealth Manager at Flourish Wealth Management since 2020, brings a unique blend of finance and technology expertise to the team. He initially joined as an intern and then as a Senior Resident, contributing significantly to client relationships and the firm's growth. Grant enjoys his role's impact on clients' lives and is passionate about charitable giving. Living in Rosemount with his girlfriend and dog, he loves outdoor adventures, golfing, and culinary exploration. WHAT DOES IT MEAN TO FLOURISH? "Flourishing goes beyond physical and emotional well-being; it embodies the autonomy to make choices aligned with values and goals. Each person is unique and deserves the opportunity to flourish by finding a fulfilling and meaningful life. In essence, flourishing is about realizing my full potential and experiencing a profound sense of contentment and purpose."

Women deserve insightful #financialplans that take into account their values, emotions, and life goals. Start your journey to #flourishfinancially by scheduling a no-obligation Get Acquainted call with us today! Visit https://lnkd.in/esEtNH8E

A family mission statement can serve as a guide for financial and life decisions, helping align values, goals, and priorities across generations. In this episode, we explore how to create a statement that reflects what matters most to you and your loved ones. ?? Listen now: https://lnkd.in/eP3BjrHJ #FamilyValues #FinancialPlanning #LegacyBuilding #FlourishFinancially #Podcast

???? Exciting Podcast Alert: Trailblazers - Women Leading the Way in Business ?? Join us for an inspiring conversation with Katy Burke and Kathy Longo, CFP?, CAP?, CDFA? at 12 noon CT on Tuesday, March 19th! ?? In this upcoming podcast, we dive into how the landscape for women in business has evolved over the years. ???? ?? Where: Streaming live on YouTube, LinkedIn and Facebook. Visit ReginaBarr.com for more details. https://lnkd.in/gkYaxHUG This is a chance to be inspired, learn, and connect with incredible leaders! Don’t miss out on this empowering session. ???? #WomensHistoryMonth #WomenInBusiness #Trailblazers #Empowerment #WomenSupportingWomen #WomenAtTheTop #Podcast

The arrival of a grandchild heralds a fresh and delightful stage in life. Pondering over how to play a part in their future success? Delve into our resources about 529 plans and trusts to find options that resonate with your intentions. https://lnkd.in/eQ7AcJJy #InvestInTheirFuture #GenerationalGifts

???? Retirement is a time to enjoy the fruits of your labor! Explore how to define your goals and keep your #RetirementPlanOnTrack with smart financial planning. Start today! ?? #RetirementReady #FinancialSuccess https://lnkd.in/eVmKvYrd

Grow Your Career ?? Flourish With Us! Are you passionate about client service and looking to grow in a dynamic, hybrid role? Flourish Wealth Management, a proud woman-owned firm, is seeking a Client Service Associate to support our team and help enhance the client experience. If you thrive in a collaborative environment and enjoy problem-solving, we’d love to hear from you! ?? Explore the role and apply here: https://lnkd.in/ep8pbEKN #NowHiring #ClientService #FlourishWithUs #CareerOpportunities

Are you on the right path to achieving your financial and life goals? Take our free #financialassessment and get personalized results delivered to your inbox! #moneygoals https://shr.link/1t4og

Retirement is a major life transition, and for couples, it’s important to have open conversations about timing, lifestyle goals, and financial planning. In this episode, we discuss key considerations for navigating retirement together and strategies for aligning your plans with your shared vision for the future.?? Listen now: https://lnkd.in/dKiGaDZf #RetirementPlanning #FlourishFinancially #FinancialConversations #PlanTogether #Podcast