Flourish Financial Life Planning

Flourish Financial Life Planning offers personalized financial planning and investment management services to individuals and families. The firm is led by Laura Cook and operates as a fee-only practice, meaning compensation comes solely from client fees rather than commissions on products. Services are designed to address a wide range of financial topics, including cash flow and debt management, college savings, employee benefits, estate planning, insurance review, real estate planning, retirement planning, risk management, and tax strategies. Clients can engage Flourish Financial Life Planning for ongoing financial planning, one-time comprehensive financial planning, project-based planning, or investment management. Investment management is available to clients who are also engaged in ongoing financial planning. The firm builds portfolios using modern portfolio theory, applying both active and passive investment strategies, and can incorporate socially responsible investing preferences upon request.