Your Safety Net

Prior to founding my company in 2019, I spent over two decades with a single insurance company.  During this time, I sold countless insurance policies.  More importantly, I was able to deliver some meaningful checks to a handful of families impacted by a sudden loss. ...

Investors on a bus part 2 of 2

Last week we covered several essential steps in the 100-level course on financial planning and strategy.  If you overslept and missed the bus and class, read part one here.  Today, we’ll discuss some 200 & 300 level planning strategies that tie things together....

Investors on a bus part 1 of 2

Imagine a big yellow bus arriving in your neighborhood.  This bus is not here to take the kiddos to school, nope it’s here to take you and your neighbors to financial planning and strategy class.  So, do you get on the bus with your significant other?  Do the Joneses...

Who We Serve

This summer I’ve been thinking about the clients we serve.  Who are they, what characteristics they share, and how may we enhance our planning experience. All companies, regardless of size or industry, should seek to identify their best or ideal clients.  Why?  It’s...

Principles

The following are principles that I’ve adopted over the years when managing various financial and life decisions for my family and also for clients.  This is by no means a complete list, nor should it be taken as advice.  Just some reoccurring themes that standout at...

Continuing the relationship

When Flowerstone Financial was created 20 months ago, it was with the purpose to serve a limited number of client relationships.  Leaving an environment of transactions and more for more sake, I was curious if a financial firm may be created and grown to serve a small...