Our shareholder letter

Each January, our firm distributes a shareholder letter to our clients which reiterates our guiding principles and covers important planning themes.  We view clients as shareholders in our practice, ongoing communication is critical in our partnership together as this...

12 months ago…

I left my previous firm of 23 years.  It was a huge move to make, one that required an exhaustive amount of planning, timing, and frankly some luck.  Driving this move was my beliefs, vision, and passion to serve clients in a manner that did not require product quotas...

Transparency

Several weeks ago I shared the values of Flowerstone Financial and what we stand for as a firm when serving the planning needs of families and professionals.  A complete list of our values and what drives our firm may be found here.  Today I want to touch on one of...

THE NEW KIND OF FINANCIAL PLANNER

Entirely focused on YOU Flowerstone Financial was founded to challenge the status quo of the advice industry. When the group goes right, we go left. When they get bogged down in hitting quarterly numbers, we’re laser-focused on providing a quality planning experience....

Values

Have you ever stopped and reflected upon your personal core values?  What do you hold as important and sacred in who you are and the work that you do?  Recently, as part of my homework with my coach, I was asked to list out my core values and explain what our...