Guides

Generosity Workbook
Embark on a transformative journey toward a more generous and purposeful life with our free Generosity Workbook. This invaluable guide goes beyond financial measures, and is your compass for your journey to greater generosity. ​
Biblical Stewardship and Generosity Guide - No Email Required
The Bible has a lot to say about money. Primarily that God owns it all and we are stewards of the wealth he has given us. We've boiled down many principles of biblical stewardship into this guide.
Your Guide To Retirement
Nearing or entering retirement? Here are some top considerations for your retirement journey.
MONEY HAPPINESS GUIDE
Money can be one of the most stressful things in people's lives. Or, you can follow the scientific research on how to use your money to grow your happiness. We've boiled down the research for you.
Small Business Owner - Retirement Plan Guide
We hate to see small business owners sold into permanent life insurance policies as an "investment" option. You have many more options for retirement and tax-deferred savings as a business owner. 

Recorded Webinars

Three Dimensions of Values-Based Investing Webinar
​Large numbers of investors are realizing that aligning their values with their investments is both right and smart. Since values already drive other aspects of our lives, it makes sense that they would inform our investment decisions as well. In addition, a growing body of evidence suggests that we can invest with a conscience while also pursuing our personal financial goals.
 
In this special webinar event, we explore answers to the questions, “What is values-based investing?” and “What are the benefits of investing with our values in mind?” 

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Tools

Complimentary Portfolio Review
We are happy to do a complimentary portfolio review for you. You can schedule your review online, here. You'll be asked to upload some information about your investment portfolio. Then we can schedule a time to review our findings. We can help you review hidden fees and costs in your investments, overly aggressive or overly conservative allocations,  overlapping strategies, or other tax efficient options that may help your investment strategy. 
Online Financial Planning Portal
Get access to our online planning software. Track your network, view all your accounts in one place, create a debt reduction plan, and more. 
​© 2023 Flourish Financial Planning, Inc.. All rights reserved.
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