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Flourish Financial Planning
  • Home
  • About
  • Services
    • Investment Management
    • Comprehensive Planning
    • Hourly Financial Planning
    • Quick Start Session
    • Pricing
  • Resources
  • Clients
  • Contact
    • Schedule a Meeting
    • Send a Message

Investment Management

What's Included


Comprehensive Planning Package*

Independent & Fee Only Investment Selections

Custom Portfolios Built Around:
​​

Outside Investments
Your Goals

Your Risk Tolerance

Quarterly Portfolio Review & Rebalancing

Tax Loss Harvesting
​


*In order to manage your investment portfolio most effectively, we start with a holistic picture of your financial situation and goals. This is done and maintained through the Comprehensive Planning Package.​ 
View Comprehensive Planning Package

Pricing


0.80% of Assets Under Management 

eg. $800 annual fee per $100,000 under FFP's Management



Have a Complimentary Portfolio Review
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1701 W Northwest Hwy Ste 100
​Grapevine, TX 76051

​(817)-799-7699
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​© 2023 Flourish Financial Planning, Inc.. All rights reserved.
  • Home
  • About
  • Services
    • Investment Management
    • Comprehensive Planning
    • Hourly Financial Planning
    • Quick Start Session
    • Pricing
  • Resources
  • Clients
  • Contact
    • Schedule a Meeting
    • Send a Message